I help my clients make confident decisions based on their goals and concerns. Every client is different, so I customize my planning and solutions for their specific needs. My best work is with clients who value advice and have the desire to act upon that advice.
I value long-term client relationships and strive to provide excellent service, straightforward, personalized strategies, and financial education. It is my priority to provide my clients with a comprehensive plan to help reach their goals and identify issues that may put them at risk.
A little about me…
I have been a financial advisor for over 16 years. Because of my passion to help professional women succeed, not only in financial services, but in all industries, I launched the Newtown Square, PA chapter of the W Source, a women’s resource group. Additionally, I am a member of Women in Financial Services and Women Working for Women. I hold my Series 7 and series 66 securities registrations. I am married with 2 children and reside in Havertown, PA. I enjoy beach volleyball, indoor volleyball, hiking, and playing games with my family. I graduated Summa Cum Laude from Drexel University with a Bachelor of Science in Business Administration with a concentration in Finance. I was named an NCAA Division I First Team Academic All-American in volleyball. I went on to coach collegiate volleyball for 10 years, before changing to my career in finance.
Visit my website: Melaniekdahl.com