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
- 2024 - now Private Wealth Services Leader - Mid Atlantic Region @
- 2023 - 2024 Director @
- 2021 - 2023 Co-Founder, CEO, and Chief Compliance Officer at ReFrame Wealth @
- 2015 - 2020 Senior Director, Wealth Management @ TIAA
- 2013 - 2015 Wealth Management Advisor @ TIAA
- 2012 - 2013 Certified Financial Planner, Wealth Management Advisor @
- 2006 - 2012 Financial Advisor @ Morgan Stanley Smith Barney
- 2005 - 2006 Financial Advisor @ Merrill Lynch
Melanie Simons Education
- Elon University
- Georgetown University
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 Elon University. With a robust skill set that includes Certified Financial Planner, Investment Advisory, Financial Planning, Fiduciary, Fiduciary Services and more. Melanie Simons has 2 emails on RocketReach.
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