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Melissa A. Graf, Senior Investment Advisor At Wilmington Trust Email & Phone Number
Senior Director
at
BMO Family Office
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Director
Location
Manhattan Beach, California, United States
Who is Melissa A. Graf, Senior Investment Advisor At Wilmington Trust? Overview
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Quick answer
Melissa A. Graf, Senior Investment Advisor At Wilmington Trust is listed as Senior Director at BMO Family Office, based in Manhattan Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Melissa A. Graf, Senior Investment Advisor At Wilmington Trust.
Melissa A. Graf, Senior Investment Advisor At Wilmington Trust previously worked as Senior Vice President and Senior Investment Advisor at Wilmington Trust and Portfolio Manager at Northern Trust. Melissa A. Graf, Senior Investment Advisor At Wilmington Trust holds Mba, Finance from Ucla Anderson School Of Management.
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Email format at BMO Family Office
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BMO Family Office
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Profile bio
About Melissa A. Graf, Senior Investment Advisor At Wilmington Trust
I am responsible for developing customized investment portfolios for my clients based on their unique parameters for risk, return, liquidity, and other factors. After taking the time to listen to my client’s objectives and to understand any tax, legal, and personal considerations, I then structure a diversified portfolio in keeping with the client’s asset allocation plan. I continually monitor and periodically rebalance clients’ portfolios to reflect their evolving needs and to pursue new investment opportunities. I hold an MBA in finance from the Anderson School of Management at the University of California Los Angeles and a bachelor’s degree in business administration from the Marshall School of Business at the University of Southern California. I am a CFA® charterholder and a member of the CFA Society Los Angeles.
Current workplace
Melissa A. Graf, Senior Investment Advisor At Wilmington Trust's current company
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4 roles
Melissa A. Graf, Senior Investment Advisor At Wilmington Trust work experience
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Senior Vice President And Senior Investment Advisor
Current- Regional Investment Advisor Lead for the Western Region of Wilmington Trust, overseeing $1.5 billion in client assets.
- Collaborate with internal and external advisors to integrate and align investment strategies with trust and estate planning, ensuring financial goals are achieved across multiple generations.
- Actively work cross functionally to improve the client experience.
- Treasurer for the Western Region Wilmington Trust Women’s Leadership Network, focusing on engagement and financial markets education for women.
- Mentor Junior and Senior Investment Advisor Associates, assisting with industry knowledge and career advancement.
Jan 2006 - Present
Portfolio Manager
- Responsible for stock selection and asset allocation for ninety relationships totaling $400 million in client assets.
- Consistently exceeded sales goals and beat S&P performance benchmark.
- Conducted client investment reviews and supported the business development process.
Oct 2002 - Jan 2006
Vice President
- Managed forty client relationships with loan commitments exceeding $30 million.
- Developed risk appropriate financing to meet specific client objectives.
- Designed and implemented Los Angeles credit analyst training program.
- Rapidly promoted from Financial officer to Assistant Vice President and Vice President.
Feb 1996 - Oct 2002
2 education records
Melissa A. Graf, Senior Investment Advisor At Wilmington Trust education
Mba, Finance
Ucla Anderson School Of Management
Bs, Entrepreneurship
Usc Marshall School Of Business
FAQ
Frequently asked questions about Melissa A. Graf, Senior Investment Advisor At Wilmington Trust
Quick answers generated from the profile data available on this page.
What company does Melissa A. Graf, Senior Investment Advisor At Wilmington Trust work for?
Melissa A. Graf, Senior Investment Advisor At Wilmington Trust works for BMO Family Office.
What is Melissa A. Graf, Senior Investment Advisor At Wilmington Trust's role at BMO Family Office?
Melissa A. Graf, Senior Investment Advisor At Wilmington Trust is listed as Senior Director at BMO Family Office.
Where is Melissa A. Graf, Senior Investment Advisor At Wilmington Trust based?
Melissa A. Graf, Senior Investment Advisor At Wilmington Trust is based in Manhattan Beach, California, United States while working with BMO Family Office.
What companies has Melissa A. Graf, Senior Investment Advisor At Wilmington Trust worked for?
Melissa A. Graf, Senior Investment Advisor At Wilmington Trust has worked for Bmo Family Office, Wilmington Trust, Northern Trust, and Us Trust.
How can I contact Melissa A. Graf, Senior Investment Advisor At Wilmington Trust?
You can use AeroLeads to view verified contact signals for Melissa A. Graf, Senior Investment Advisor At Wilmington Trust at BMO Family Office, including work email, phone, and LinkedIn data when available.
What schools did Melissa A. Graf, Senior Investment Advisor At Wilmington Trust attend?
Melissa A. Graf, Senior Investment Advisor At Wilmington Trust holds Mba, Finance from Ucla Anderson School Of Management.
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