Melissa Churchwell
Melissa Churchwell is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ponte Vedra Beach, FL, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
100 Corridor Road, Suite 101, Ponte Vedra Beach, FL, 32082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa is a Senior Vice President at Pinnacle Asset Management and Pinnacle Financial Partners/Pinnacle Bank, dedicating about half her time to each. She also serves as an Officer/Treasurer for the St Johns County Industrial Development Authority, spending a few hours per week, and as a Financial Advisor at The Horizon Group, dedicating about half her time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations36 states
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