Melanie McGraw

Melanie brings more than 10 years of experience in the financial planning industry. She plays a key role in delivering a responsive, accurate, and client-first service experience, helping provide coordination across client transactions, communications, and account servicing. Melanie oversees a wide range of operational responsibilities, including client communication, meeting preparation, transaction processing, and account management. She works closely with advisors, custodians, and internal team members to support efficient implementation of client strategies and maintain accuracy across all client accounts.