17961 Hunting Bow Circle, Suite 102, Lutz, FL, 33558
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Melissa is a part owner and director of planning at Legacy Wealth Partners, LLC, where she works full-time as a Registered Investment Advisor, IAR, and also dedicates about 10-20% of her time as an insurance agent. She also holds positions at DMK Advisor Group, Inc., JAMMs LLC, and Red Rocks Planning Group, LLC, each requiring minimal time commitment.