Series 7 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Health & Life Insurance License
Melinda has more than 10 years of experience in the financial services industry, including time spent working with institutions and private clients on things like pension plans, foundations and endowments. Currently, her focus is on supporting individuals, multi-generational families and retirees, as they work to best utilize their wealth in an effort to manage lifetime goals and simplify their financial lives. In her free time, Melinda like to travel, enjoys cooking and is an avid reader. She lives in Carroll County with her husband and sons.
- BS, University of Delaware
- Five Star Wealth Manager (2021)2
The Giordani-Boyd-Knowles Financial Advisory Team is located in our Fulton, MD office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 FIVE STAR Wealth Managers.