As a Manager of Transitions, Melissa assists NewEdge Advisors’ teams with all aspects of their transition process. She has over 12 years of experience in the transitions industry and prior to joining NewEdge, she was an Operations/Financial Advisor for an Independent LPL team and a Senior Transitions Specialist with Sanctuary Wealth. Melissa also holds her Series 7, 66, and SIE licenses.
Melissa attended South Methodist University where she earned her Bachelor of Arts in Art History. She was born in San Antonio, TX, and currently resides in Austin, TX, with her dog, Brisket, and her cat, Paloma. In her free time, she enjoys listening to live music, spending time by the water, and traveling.