Melanie Simons Email & Phone Number
Private Wealth Services Leader - Mid Atlantic Region @ Charles Schwab
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Melanie Simons Location
- Washington, DC, US
Melanie Simons Work
- Private Wealth Services Leader - Mid Atlantic Region @ (October 2024 - Present)
- Director @ (January 2023 - October 2024)
- Co-Founder, CEO, and Chief Compliance Officer at ReFrame Wealth @ (April 2021 - January 2023)
- Senior Director, Wealth Management @ TIAA (April 2015 - November 2020)
- Wealth Management Advisor @ TIAA (March 2013 - May 2015)
- Certified Financial Planner, Wealth Management Advisor @ (May 2012 - March 2013)
- Financial Advisor @ Morgan Stanley Smith Barney (May 2006 - April 2012)
- Financial Advisor @ Merrill Lynch (May 2005 - May 2006)
Melanie Simons Education
- Elon University
BS Business Administration (Marketing)
- Georgetown University
Executive Certificate in Financial Planning (Professional Education)
- Georgetown University
Certificate in Financial Planning (Financial Planning and Services)
Melanie Simons Skills
- Certified Financial Planner
- Investment Advisory
- Financial Planning
- Fiduciary
- Fiduciary Services
Melanie Simons Summary
- Melanie Simons, based in Washington, DC, US, is currently a Private Wealth Services Leader - Mid Atlantic Region at Charles Schwab. Melanie Simons brings experience from previous roles at Chevy Chase Trust, ReFrame Wealth and TIAA. Melanie Simons holds a BS Business Administration in Marketing @ Elon University. With a robust skill set that includes Certified Financial Planner, Investment Advisory, Financial Planning, Fiduciary, Fiduciary Services and more. Melanie Simons has 3 emails on RocketReach.
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