Melissa joined Baird from Morgan Stanley Smith Barney, where she had been her entire career. She has dealt with all client levels, from large corporate investors to small individual investors, giving her the expertise to understand all client needs. Her objective is to provide clients the highest level of customer service.
Melissa is FINRA Series 7 and 63 licensed and in addition, she has successfully earned her Series 9 and 10 licenses, which have given her the knowledge to understand the rules and regulations of a financial services branch. In her role, Melissa’s primary focus is client support, account processing, and cash management.
Melissa has a bachelors degree in Business Management from Western Governor's University.
Melissa resides in Bountiful. Melissa is an energetic mother of three, juggling the many activities that include competitive dance teams and school activities. Besides family, her passions include competitive sports, camping, reading, and playing volleyball.