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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.

    Melissa Buchholz
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    Location

    Orange County, California, United States