Melissa Saez IACCP®

Client Services & Compliance Analyst,
Sr. Planning Assistant to Mr. Brady

Melissa joined Physician Wealth Advisors when it began in 1993. Her strong work ethic and passion for helping those around her have made her a vital part of our team. She has held many positions during her tenure with the company. Her current position with client services is her favorite place to be.

During her free time, Melissa enjoys singing, dancing and traveling to new and interesting places. She loves sharing time with her husband and children

Credentials

  • INVESTMENT ADVISOR CERTIFIED COMPLIANCE PROFESSIONAL™
  • FINRA Series 65 Securities license
  • PCM® Digital Marketing
  • Certified Digital Marketing Professional

Education

  • Western Governor’s University, B.S. Business Administration Marketing

Affiliations

  • American Marketing Association Member