People To Know: Melanie Walton, CFP® People To Know: Melanie Walton, CFP®

People To Know: Melanie Walton, CFP®

First Vice President, Morgan Stanley

Last modified: October 21, 2016
Our Story: Melanie Walton, CFP® is a Financial Advisor since 1994 and CERTIFIED FINANCIAL PLANNERTM professional since 1999 with Morgan Stanley. Melanie has made... People To Know: Melanie Walton, CFP®

Our Story: Melanie Walton, CFP® is a Financial Advisor since 1994 and CERTIFIED FINANCIAL PLANNERTM professional since 1999 with Morgan Stanley. Melanie has made it her life’s work to assist people in reaching their goals, dreams and aspirations. Gwinnett County has been a great place to live, work and raise a family for Melanie. Morgan Stanley brings its global capacities to the Gwinnett community and brings a personal touch to its customers.

How We Help: Working for Morgan Stanley in Duluth allows me to deliver world-class services and solutions that help build, preserve and manage wealth locally. I am able to provide my clients with Wealth Management, Investment Management, and Retirement Planning solutions utilizing the global resources of Morgan Stanley.

What Makes Us Unique: My 22 years of experience as a Financial Advisor, 17 years as a certified financial advisor help provide a strong foundation from which I can utilize to assist clients in planning for their future.  Working with clients to solve their unique needs allows me to have long-term relationships which provide clients with measurable results.

What’s Next: I’m not done yet! Each year brings new opportunities and challenges. I enjoy helping new clients organize and establish purpose in their financial lives as well as helping existing clients who are retiring, planning for college for their children and changing careers.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. ©2016 Morgan Stanley Smith Barney LLC. Member SIPC.

 

Phone: 678-542-2965

Email: MELANIE.WALTON@MORGANSTANLEY.com

2160 SATELLITE BOULEVARD, SUITE 150, DULUTH, GA 30097

FA.MORGANSTANLEY.com/MELANIE.WALTON


Also published on Medium.

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