Melissa has been with VLP Financial Advisors for over ten years. She started as an intern and has worked her way up to being the Assistant Portfolio Manager for both Rose and Dan. Melissa is the in-house expert on our portfolio management and enhanced reporting software, Tamarac. She works closely with our advisors to make sure they have the most current and thorough information they need to work with clients.
Melissa is passionate about the art and science of portfolio management. She gets a kick out of matching investments to client objectives while balancing risk against performance. Her main duty is to oversee asset allocation for clients by helping representatives monitor portfolios, place trades, and re-balance accounts. She is also an integral part of VLP’s Investment Committee which meets quarterly to review our asset allocation, analyze our performance, and works to identify any changes that need to be made in holdings or target asset allocations.
In addition to her over ten years of experience at our firm, Melissa is Series 7 registered and holds a Bachelor's degree in Finance.
Getting to Know Melissa___________________________________________________________
Melissa works remotely from her home in Chesapeake. She is married and has a son, Carter, who will turn three this year. She is currently beginning the planning process with her husband, Carl, to build their forever home.
Place Melissa Would Most Like to Visit: The Taj Mahal
Favorite Book: “Honk Honk, Beep Beep” – Her husband reads this book to her son every night.
Favorite Movie: Dirty Dancing
Favorite Food: Drunken Noodles (She learned to love this dish as an intern at VLP’s weekly “Thai Friday” lunches.)
Favorite Quote: “It’s our choices that show us who we truly are, far more than our abilities." - JK Rowling
Favorite Holiday: Christmas
Melissa’s Biggest Accomplishment: The balance she has achieved between her professional life and family life.