MELISSA BARKLEY
CFP®
SENIOR ANALYST
Industry Experience: 18 years
- Graduate cum laude, Tufts University – B.A., Economics
- Graduate magna cum laude, Tufts University – B.A., History
- Previous experience in wealth management with an international bank and leading regional bank
- Experienced in working with high-net-worth clients, with a focus on financial planning needs
- Member, Financial Planning Association
- Native to Birmingham, Alabama and enjoys spending time with her four children