Our Team

Melissa Voight ,CFP®, ChFC®, CDFA™, CASL®

Senior Wealth Manager
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Melissa serves as a Senior Wealth Manager and provides a comprehensive approach to her service. She handles financial planning and provides guidance while our clients navigate the path leading up to and during retirement. With a background in financial services since 1994, she brings a wealth of knowledge and situational awareness to each client’s personal goals and well-being. She is genuine in her approach and looks forward to working with you!

Melissa holds the coveted CERTIFIED FINANCIAL PLANNER™ professional designation, as well as Chartered Financial Consultant, Chartered Advisor for Senior Living and Certified Divorce Financial Analyst™. She also holds life and health licenses in addition to securities licenses of 7, 63 and 65.

Melissa continues her professional development by serving as the Vice Chairperson of the McLean Estate Planning Council, an organization dedicated to educating financial, legal and tax professionals through robust monthly lunch and learn meetings. Additionally, each of her designations requires ongoing educational requirements to remain current.

Melissa is a graduate of Dowling College with a BBA in Management and Leadership. She earned the ChFC® and CASL® designations from The American College of Financial Services and the CDFA™ from the Institute for Divorce Financial Analysts. Her CFP® designation was granted by the Certified Financial Planner Board of Standards, Inc.

Melissa has two children. A daughter, Julia, that recently married and a son, Adam. Adam is a sophomore at Virginia Commonwealth University. She is an avid runner and loves to travel. Her newest hobby is learning French–which will help her with her travels.

 

 


25

Years in Business

370+

Clients

$600MM

Assets

22

Named by Barron's as the 22nd Top Wealth Advisor in Virginia