Our Financial Professionals
Financial Advisor & Client Service Advisor
Melissa got her start in the financial world in 2012. With life, health, and annuities licenses from the State of Florida, plus her Series 65 Securities license, she works with our new clients and provides ongoing support for our clients' needs.
Melissa has a passion for helping others. Before leaving the cold of Indiana for the white sandy beaches of Florida in 2010, she gained an extensive customer service background that extended to retail, retirement communities, and even the operating room.
She first moved to Panama City Beach, where she got her start in retirement planning. After four years in Panama City, Bob Grace recruited her to join the Grace family in Southwest Florida.
Melissa was born in Indiana and has three siblings that have become her best friends. She loves spoiling her nieces and nephew. On weekends, she enjoys painting, riding her bike, walking, working out, relaxing on the beach, and traveling.
She tries to live by her two favorite quotes every day. “Be the reason someone smiles today” and Mother Teresa’s words, “Never worry about the numbers. Help one person at a time, and always start with the person nearest you.”
*Investment Advisory Services offered through Grace Capital Management Group, LLC, a Registered Investment Adviser.
Toll Free: 866-481-5550
Fax: (239) 481-5545