Melanie Palmer, CFP®, is an accomplished financial planner with over 10 years of experience working with high-net-worth clients. Her impressive education includes studying finance, finance, general at Texas Tech University, Rawls College of Business. Melanie is currently serving as the Vice President, Private Wealth Advisor at U.S. Bank, where she helps clients manage their wealth and create customized financial plans. Her prior experience includes serving as the Vice President at Citywide Banks, Vice President/Financial Planner/Portfolio Manager at Private Capital Management, Portfolio Manager at Asset One, LLC, and Senior Financial Planner at The Ayco Company, L.P.

Melanie has a wealth of experience in financial planning and management, making her a valuable asset to any client seeking to build and protect their wealth. She has a sharp eye for detail, is an excellent communicator, and is always on top of the latest industry trends and regulations. Melanie is passionate about helping clients achieve their financial goals and works tirelessly to create tailor-made financial plans that align with their unique needs and priorities.