Melissa is a valued member of the Cochran Bell Wealth & Tax Strategy team, serving as both an Executive Assistant and Registered Representative. She focuses on connecting client goals with the firm’s day-to-day operations, ensuring that clients receive personalized, efficient, and confident support.
In addition to client support, Melissa prepares investment documentation, including account changes and updates, contributions and withdrawals, new account paperwork, and general account maintenance. She also manages special projects related to office processes, procedures, software, and staff training. Melissa draws on her previous experience in accounting and her FINRA Series 6, 63, 65 registrations and insurance licenses to provide detailed, reliable support that allows the advisors she works with to focus on portfolio growth.
With nearly 20 years of experience in the financial services industry, Melissa brings extensive knowledge and hands-on expertise to her work, helping clients navigate complex financial matters while delivering a superior, trust-building experience.
Melissa is a Non-Producing Registered Representative with Cetera Wealth Services, LLC.