Melissa Spoon

Melissa Spoon Email and Phone Number

Office Manager, Ancora Wealth Partners, LLC Melissa@AncoraWealth.com @
Melissa Spoon's Location
Burlington, North Carolina, United States, United States
Melissa Spoon's Contact Details

Melissa Spoon work email

Melissa Spoon personal email

n/a
About Melissa Spoon

Melissa has several years of customer service management having over 30 years with Wells Fargo Corporation before joining Raymond James. The first 15 years were spent in various customer service roles within Wachovia Bank and the previous 17 years have been as a Client Associate with Wells Fargo Advisors (formerly Wachovia Securities) and Ancora Wealth Partners, LLC.A lifelong resident of Alamance County, Melissa and her husband Jeff live in Burlington. She graduated from Cummings High School and took classes at North Carolina State University and Alamance Community College. In her free time, Melissa enjoys spending time with her husband, their two labs, family and friends especially when they are able to get away to the lake or coast.

Melissa Spoon's Current Company Details
Ancora Wealth Partners, LLC

Ancora Wealth Partners, Llc

Office Manager, Ancora Wealth Partners, LLC Melissa@AncoraWealth.com
Melissa Spoon Work Experience Details
  • Ancora Wealth Partners, Llc
    Office Manager
    Ancora Wealth Partners, Llc May 2021 - Present
    We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. By relying on the expertise of our team, we’ll help you take a conservative approach to building and preserving your wealth.Ancora Wealth Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC"For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.
  • Pinnacle Wealth Partners, Llc
    Client Associate
    Pinnacle Wealth Partners, Llc Aug 2015 - Apr 2021
  • Wells Fargo Advisors
    Client Associate
    Wells Fargo Advisors Sep 2003 - Aug 2015
    Burlington, Nc
  • Wells Fargo Bank (Formally Wacovia Bank)
    Teller - Adminstrative Assistant
    Wells Fargo Bank (Formally Wacovia Bank) Jun 1988 - Sep 2003
    Burlington Nc & Graham Nc

Melissa Spoon Skills

Securities Financial Planning Social Media Banking Microsoft Excel Microsoft Office Finance Microsoft Word Investments Powerpoint

Melissa Spoon Education Details

Frequently Asked Questions about Melissa Spoon

What company does Melissa Spoon work for?

Melissa Spoon works for Ancora Wealth Partners, Llc

What is Melissa Spoon's role at the current company?

Melissa Spoon's current role is Office Manager, Ancora Wealth Partners, LLC Melissa@AncoraWealth.com.

What is Melissa Spoon's email address?

Melissa Spoon's email address is me****@****hnc.com

What schools did Melissa Spoon attend?

Melissa Spoon attended North Carolina State University, Hugh M Cummings High School, Alamance Community College.

What skills is Melissa Spoon known for?

Melissa Spoon has skills like Securities, Financial Planning, Social Media, Banking, Microsoft Excel, Microsoft Office, Finance, Microsoft Word, Investments, Powerpoint.

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