Melissa Spoon work email
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Melissa Spoon personal email
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.
Ancora Wealth Partners, Llc
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Office ManagerAncora Wealth Partners, Llc May 2021 - PresentWe 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.
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Client AssociatePinnacle Wealth Partners, Llc Aug 2015 - Apr 2021
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Client AssociateWells Fargo Advisors Sep 2003 - Aug 2015Burlington, Nc -
Teller - Adminstrative AssistantWells Fargo Bank (Formally Wacovia Bank) Jun 1988 - Sep 2003Burlington Nc & Graham Nc
Melissa Spoon Skills
Melissa Spoon Education Details
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Early Childhood Education And Teaching -
Hugh M Cummings High SchoolHigh School/Secondary Diplomas And Certificates -
Alamance Community College
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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Melissa Spoon
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