Melissa Linn Email & Phone Number
Managing Director @ Matter Family Office
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Melissa Linn Location
- Raleigh, NC, US
Melissa Linn Work
- Managing Director @ (June 2026 - Present)
- Senior Wealth Strategist @ (August 2021 - May 2026)
- Senior Wealth Planning Strategist @ (June 2018 - August 2021)
- Senior Wealth Planner @ (June 2006 - June 2018)
- Tax Accountant @ (August 2005 - June 2006)
- Tax Accountant @ (October 2003 - July 2005)
- Tax Intern @ (June 2001 - August 2001)
Melissa Linn Education
- Duke University
Certificate (Financial Planning)
2005 - UNC Kenan-Flagler Business School
Master (Accounting; Tax Accounting)
2003 - UNC Kenan-Flagler Business School
B.S (Business Administration; Accounting)
2001
Melissa Linn Skills
- Accounting
- Advising with Impact Training
- Analysis
- Asset Allocation
- Business Transition Planning
- Estate Planning
- Finance
- Financial Planners
- Financial Planning
- High Net Worth Individuals
- Income Tax
- Personal Financial Planning
- Retirement Planning
- Strategic Financial Planning
- Tax
Melissa Linn Summary
- Melissa Linn, based in Raleigh, NC, US, is currently a Managing Director at Matter Family Office. Melissa Linn brings experience from previous roles at Comerica Bank, Wells Fargo Private Bank and STANCIL CPAs. Melissa Linn holds a Certificate in Financial Planning @ Duke University. With a robust skill set that includes Accounting, Advising with Impact Training, Analysis, Asset Allocation, Business Transition Planning and more. Melissa Linn has 2 emails and 2 mobile phone numbers on RocketReach.
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