Melissa Joy Email & Phone Number
Founder, Financial Planner @ Pearl Planning
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Melissa Joy Location
- Dexter, MI, US
Melissa Joy Work
- Founder, Financial Planner @ (August 2018 - Present)
- Financial Advisor @ Raymond James Financial Services (January 1999 - September 2021)
- Partner, Financial Planner @ (August 1999 - July 2018)
Melissa Joy Education
- Boston University
Certificate in Financial Planning
- University of Michigan
Bachelor of Arts (Political Science)
Melissa Joy Skills
- Due Diligence
- Portfolio Management
- Practice Management
- Financial Planning
- Asset Management
- Private Wealth Management
- Sudden Money
- Investments
Melissa Joy Summary
- Melissa Joy, based in Dexter, MI, US, is currently a Founder, Financial Planner at Pearl Planning. Melissa Joy brings experience from previous roles at Raymond James Financial Services and Center for Financial Planning, Inc.. Melissa Joy holds a Certificate in Financial Planning @ Boston University. With a robust skill set that includes Due Diligence, Portfolio Management, Practice Management, Financial Planning, Asset Management and more. Melissa Joy has 2 emails and 2 mobile phone numbers on RocketReach.
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