Melinda has 38 years of experience providing investment advice and wealth strategies to high-net-worth families, corporate executives, and professional individuals.
As Senior Vice President with UBS, Melinda and her team utilize their Four Key process. Working with their clients through this process results in a well-designed Wealth Plan. She is focused on Liquidity, Longevity, and building your Legacy. Collaborating with her clients' other advisors (CPA, Attorney), there is a shared approach giving the client an integrated Wealth Plan.
Melinda holds herself to a higher standard which is why she is a Certified Investment Management Analyst (CIMA). It means that her clients are working with someone who understands the financial complexities and risks that come with being in a high tax bracket, and perhaps most important, someone who understands how individual investments are being managed and how they work together.
Since 2017, Melinda has been named by Forbes as one of America's Top Women Advisors and Best-In-State Wealth Advisors for Southern California. Melinda has been recognized by Barron's Magazine and attended its prestigious Top Women Advisors Conference in West Palm Beach.
Melinda is based in the Pasadena office of UBS. She and her husband Chuck have been married since 1984, and live near Simi Valley where they raised two children, Matthew and Ashley. Matthew joined the Marines (2005-2009) and served two tours in Iraq. He lives with his wife Rachel in Lakeside, California. Ashley received a degree in Molecular and Cellular Biology from Cal State Channel Islands and is working for a research laboratory in Goleta, California.
Registered States:
AZ, CA, CO, FL, HI, IN, MA, MN, NC, NJ, NY, OR, SC, TX, VA