Melissa co-founded Sound View Wealth Advisors to create an independent, boutique, client-focused firm. She truly cares about her clients and creating a positive impact on their financial lives. Melissa spends a lot of time getting to know her clients’ goals in order to create detailed, customized financial plans that incorporate all aspects, including cash flow management, gifting strategies and estate planning techniques aimed at providing intergenerational help to families to secure their financial futures. This plan then serves as a roadmap to build out customized investment strategies that help protect and preserve her clients’ wealth.
Listen to this insightful RIA episode with Melissa Bouchillion about Sound View Wealth Advisors!
Here is what to expect on this week’s show:
- Melissa’s transition into the RIA field and why she wanted to become and advisor!
- Melissa’s career start at Merrill Lynch.
- Melissa’s advice she offers and her tips on creating and growing wealth.
Connect with Melissa
Guest Links
Website- https://www.svadvice.com
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