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Melissa Buchholz
Financial Advisor, Senior Portfolio Advisor
Melissa Buchholz is a Senior Vice President and Financial Advisor at Merrill Lynch Wealth Management, bringing over six years of experience in the financial services industry.
As a UCSC graduate with a Bachelor's Degree in Sociology, Melissa holds Series 7 and 66 FINRA registrations and utilizes over 50 years of combined financial services expertise from her team.
Based in Orange County, Melissa is dedicated to providing high-net-worth individuals, families, and small businesses with personalized short and long-term financial strategies to achieve their goals.
Melissa's approach at Merrill Lynch involves understanding clients' unique financial situations, recommending tailored strategies, monitoring progress, and adjusting plans as necessary over time.