Melissa Tagye

Melissa C. Tagye
Vice President Financial Consultant Truist Investment Services, Inc.

8000 Midlantic Dr

Mount Laurel, NJ 08054-0015

Melissa.Tagye@Truist.com

Phone 856-479-9112

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About me

Background

Melissa Tagye is a Financial Consultant with Truist. She has been with the company for 15 years and has over 25 years of combined financial services experience spanning a multitude of disciplines. Melissa works with high-net-worth families to provide financial guidance and has a broad understanding of the financial complexities and opportunities associated with business owners. With a concentration on financial planning, helping clients with strategies that align with their financial goals is her top priority.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts

Personal Interests

Originally from Bucks County, Pennsylvania, Melissa now splits her days between New Jersey and Florida.  She enjoys cooking and spending time with her “mostly grown” children, and her passion for live music and Philadelphia sports is enough encouragement for spontaneous travel.

Specialties

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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