Melissa Naylor Email & Phone Number

Throughout my career, it has been my aspiration to make financial transactions easy and ensure clients are confident in their financial planning decisions. I am passionate about winning client trust and putting them at ease by facilitating conversations where they feel heard and understood. As such, I am proud to have joined Simplicity Financial Planning, LLC as a Financial Advisor, working alongside our amazing team to support the creation of custom holistic plans for our diverse range of clients.In 2020, I relocated to Arizona when my husband took a new job and I have enjoyed connecting within our new community. I feel even more at home now that I have joined a firm that is completely dedicated to the core values of Appreciation, Determination, Team, Integrity, Humility, and Fun! Leveraging strong communications and interpersonal skills, I work directly with our clients to drive their success.Having gone through several relocations as my husband has pursued his career in coaching, I’ve experienced the stress and excitement of job changes multiple times. This has allowed me to gain different perspectives on what clients want at various stages of life/career progression while also making me more empathetic to what clients need as they make major life changes. As a financial advisor, I work with my clients creating custom financial plans. While going through the financial planning process we will uncover client goals, discuss asset management, risk management, tax planning and budgeting. My background includes work as a Licensed Financial Associate at Morgan Stanley, First Allied Securities, Wells Fargo and Licensed Retirement Specialist at T. Rowe Price. My credentials include a Bachelor’s in Economics and Finance from Missouri Southern State University. Additionally, I’ve had my Series 7 and Series 66 licenses since 2004.*****For more information about how I can be of service to you, please reach out to me directly at melissa@simplicity-fp.com.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Simplicity Financial Planning, LLC are not affiliated.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

• 

  Missouri Southern State University

  Economics/ Finance