Advisor profile


My approach

"For tomorrow belongs to the people who prepare for it today." ~African Proverb

The team at Blue Cardinal Wealth Solutions believes that having the right plan in place is an important element in determining one's financial outcome. We work with successful families and businesses to ensure their goals are identified and measured steps are taken to track their progress toward achieving them. Whether your goals include funding your child's education, leaving a legacy to your heirs and charitable passions, or simply creating a retirement income strategy, our dedicated and experienced group is here to help.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies
  • Family Finances
  • Investments
  • Estate Planning Strategies
  • Insurance
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts, Biology, College of Charleston, Charleston, SC

Interests

Originally from Charlotte, Melissa resides in Charlotte's Plaza-Midwood neighborhood with her husband, Patrick, and their beloved dogs, Scarlett and Sidney. She enjoys exploring the outdoors, taking yoga/barre classes and volunteers with the Humane Society of Charlotte.

Community participation

  • Time Out Youth
  • Humane Society of Charlotte
  • Friendship Trays

Professional associations

  • Lake Norman Chamber of Commerce

Previous experience

  • Morgan Stanley Smith Barney, Financial Advisor, 2009-2015
  • Wachovia Securities, LLC, Financial Advisor, 2007-2009
  • Wachovia Bank/Wachovia Securities, Licensed Financial Specialist, 2000-2007
  • First Union National Bank/First Union Brokerage, Licensed Financial Specialist, 1996-2000