Melissa Myers, CFP®
Wealth Manager | Founding Partner, Kar-Mel Financial Planners
Your wealth journey is my passion.
My background includes four years at Morgan Stanley and over eight years at The Huntington Investment Company. During that time, I came to understand that my clients desired comprehensive personal financial planning, personalized service and advice, and custom strategies for their needs.
Clients wanted to know if they were on track to meet their goals. They wanted a consolidated inventory of their assets as well as coordination and communication among their advisors, including their attorney and CPA. Your situation is unique; therefore, your strategies should be too.
2012 was the time to deliver what my clients desired. Kar-Mel Financial Planners was born! If you would like to receive your financial advice in a boutique atmosphere rather than a "big box" firm, let's talk.
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If you are ready to schedule your initial consultation please email me direct from this page using the "Have A Question" section on the left of this page or contact me at (231) 733-1166.