Melissa is the Vice President of Strategic Business Development for Kingsview Partners. Her primary role is to build recognition for the Kingsview Trust & Insurance Service (KTIS) brand by evaluating current market trends for opportunities and proposing new business development strategies. She works closely with Kingsview Wealth Managers and professionals in our Financial Planning and Advisor Strategy teams to construct a successful, repeatable sales and marketing program.
Melissa graduated from Columbia College with a degree in Business Administration, carries a CWSÒ certification and comes to Kingsview with over 20 years of industry experience. Her business philosophy incorporates a team-focused approach to client service, creating a robust and holistic dynamic that draws on shared talents and experience.
Melissa’s expertise lies in driving revenue and growth while providing innovative organizational development, team leadership and financial management. She credits her professional success to a combination of strategic vision and exceptional relationship development.
Outside of the office, Melissa enjoys cooking, Pilates, and spending time with her husband Todd and children, Sam and Sophia.
Inquirer quotes Paul Nolte, SVP & Sr. Portfolio Manager. Kingsview SVP Paul Nolte discusses the S&P 500 downgrade in earnings. Click here to read the full article.
Paul Nolte, Senior VP at Kingsview Wealth Management, joins Bob Sirott to discuss the market’s slight bounce back and what personal consumption expenditure is. He also talks about inflation reports […]
Global markets pulled back again last week following the Fed’s announcement that it would tighten by another 75 basis points and keep rates higher for longer. Major indices are back to […]
September 26, 2022 Hike it until you break it. The new mantra for the Fed is catching the markets off guard, as they figured the Fed would cave once the […]