MLD Wealth Management Welcomes Melissa Tully To The Firm

MLD Wealth Management is thrilled to introduce their newest team member, Melissa Tully, who has joined the company as a Financial Planning Associate this January 2024.

Melissa comes to with a remarkable background and a passion for delivering excellence in financial planning. Her previous experience at Richardson Wealth, where she spearheaded the creation of comprehensive financial plans, speaks volumes about her commitment to providing comprehensive solutions to clients. Melissa’s expertise includes Estate analysis, Tax reduction strategies, Education planning, and Insurance needs assessment for clients and their families.

Before joining our MLD family, Melissa held key roles at major financial institutions, including Royal Bank of Canada, BMO Nesbitt Burns, and TD Wealth Private Advice. Her extensive experience in the investment side of the business, working with a large multi-generational discretionary advisory team dedicated to servicing high-net-worth individuals and families, brings a unique perspective to our team.

What sets Melissa apart is her proficiency in financial modeling, market research, and data compilation. These skills make her exceptionally effective in bridging financial planning concepts from fruition to implementation, ensuring that our clients receive the best advice and solutions.

Melissa’s addition to our team aligns perfectly with MLD Wealth Management’s commitment to excellence. We are confident that her knowledge, dedication, and innovative approach will add tremendous value to our clients and the entire team.

We are excited about the expertise and fresh perspective she brings to our financial planning division.  If you have any questions or want to connect with Melissa, please don’t hesitate to reach out.