Melissa Day

I am a Wealth Management Certified Professional ®, a Series 65 Fiduciary Advisor, and a licensed NC Life Insurance agent.

With over 9 years of experience in wealth management and more than 20 years in the banking and financial services industry, I bring a wealth of knowledge and expertise to guide you towards financial success. I work with my team to craft robust financial plans tailored to your unique circumstances, engaging in meaningful discussions about your goals. With our expertise in tax and investment strategies, social security, insurance, pension plans, and estate/legal planning, we conduct a thorough analysis that enables us to design personalized financial, investment, and income strategies. Beyond just financial matters - While I recognize the importance of money, I firmly believe that life is about so much more. My approach goes beyond financial matters, investing time and effort in gaining a genuine understanding of what truly matters to my clients. I am dedicated to forming strong partnerships with clients and their families to optimize their overall financial well-being. This approach goes beyond numbers; it's about helping you live a fulfilling and enriched life. My team's commitment to understanding the multifaceted dimensions of our clients' lives sets us apart, allowing us to provide comprehensive and personalized solutions that embrace both their financial goals and their pursuit of a fulfilled and enriched life.