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Melanie Dahl, CASL

Financial Planner, Investment Advisor Representative
505 S. Lenola Rd., Ste. 203, Moorestown, NJ 08057

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

CRN202303-279572