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

About me

Background

Melissa Churchwell is a Financial Advisor with Truist Investment Services, Inc., offering more than 15 years of investment experience, and holds her CERTIFIED FINANCIAL PLANNER™ designation and the Certified Investment Management Analyst® (CIMA®) designation.

As a partner of The Horizon Group of Truist Investment Services, Inc., Melissa focuses on comprehensive wealth planning by working with families to create, grow, protect, and share their wealth across family generations. She's also the lead trader for the teams’ discretionary managed portfolios, implementing their investment strategies and market outlook.

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

Personal Interests

Melissa serves on the board and is an active member of the St. Johns County Industrial Development Authority and North Shores Improvement Association. Outside of the office, she enjoys spending time with friends and family, traveling, and playing tennis.

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

To
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