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Broker Check
Melissa Steele

Melissa Steele

Client Specialist

Melissa is an integral member of the group and interacts with clients on a daily basis to help facilitate a wide variety of inquiries. Melissa offers first class, prompt and courteous service and provides personal attention to every client.

She began working in the financial services industry in 1989, and has worked with the team as a registered client associate since 1994. Melissa holds Series 7, 63, and 65 securities registrations and has completed numerous client service training sessions at Wells Fargo Advisors. Melissa received the 2012 Service Distinction Award and was named a Distinguished Service Professional in 2013 based on exemplary service and professionalism to clients, Financial Advisors, branches, and the firm.