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Melissa Churchwell

Melissa E. Churchwell, CFP®, CIMA®
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.
The Horizon Group of Truist Investment Services, Inc.

1100 Plantation Island Dr S

Suite 240,

Saint Augustine, FL 32080-5173

Melissa.Churchwell@Truist.com

Phone 904-543-6262

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About me

Background

Melissa Churchwell is a 2008 graduate of the University of Louisville where she earned a bachelor’s degree in mathematics with a concentration in actuarial science. She began her career in the financial services industry in 2007 at Wachovia Securities and then joined BB&T Scott & Stringfellow, now Truist, in December 2012. She and her husband, Chad, live in St Augustine with their daughters, Macey and Ellie. Melissa is involved in the St. Johns county community as a board member of the Industrial Development Association. Away from the office she enjoys travelling, tennis, and spending time with family and friends.

Investment Advisor Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s Degree – Mathematics w/ concentration in Actuarial Science
University of Louisville 2004 2008

Specialties

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

  • 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.

  • 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

  • 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

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