Melissa joined The Pacific Financial Group in October of 2011. She brings fifteen years of experience in the securities and investment industry, as well as experience in the field of higher education management. Melissa started her investment career with a mutual fund company in Texas before moving on to personal production as an investment advisor. She then joined the investment management division of Morgan Stanley, where she worked closely with advisors as a representative for proprietary products offered by the wire house. From there, she moved back to Houston to help launch an upstart alternative investment firm. She currently lives in Minneapolis and holds a Series 65 license.
University of Texas at Austin