For more than 20 years, ultra-high-net-worth individuals, families and corporations have relied upon Melissa Corrado-Harrison for customized strategies to address their complex wealth management needs. Melissa’s background in long-term planning and strategy accounts for her strong emphasis on wealth preservation and conservative, controlled growth. As the leader of an elite team, she directs the practice's portfolio management activities, oversees liquidity-event and IPO planning strategies and partners with clients and their attorneys to develop comprehensive estate plans.
After graduating from the University of Colorado in 1993, Melissa began her career in the Family High Net Worth Planning division of Merrill Lynch, where her responsibilities included asset management, pre-and-post IPO planning, mergers and acquisitions, single stock strategies, estate planning strategies, and tax minimization strategies. In 2001, Melissa became a Private Wealth Advisor within Merrill Lynch's Private Banking and Investment Group. She joined UBS in 2015.
Melissa has received a number of national accolades for excellence as a financial advisor, including being named to the Forbes "Top 200 Women Advisors" 2017, 2018, 2019 & 2020, Forbes "America's Top Women Advisors" 2018, Forbes "Best-In-State Wealth Advisors" 2018, 2019, 2020, as well as Barron’s "Top 1,000 Financial Advisors" lists in 2009, 2010, 2011, 2012, and 2013. In addition to recognizing her as the number one Advisor in Colorado in 2013, Barron’s also named Melissa one of the “Top 100 Women Advisors” in 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2019 & 2020, one of the "Top 1,200 Financial Advisors" in 2014, 2015, 2018, 2019 and 2020 and Top 5 Advisors in Colorado, 2014, 2015, 2019, and 2020 (as defined by Barron's Top 1,200 Financial Advisors state-by-state ranking). Together, these nods have landed her in Barron's Hall of Fame. Registered Rep magazine also named her to its "Top 50 Woman Financial Advisors" lists in 2011, 2012 and 2013.
Registered States:
AZ, CA, CO, CT, FL, GA, IA, ID, LA, MA, MI, MN, MT, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY