ORDER CHAD LARSON’S NEW BOOK
BEYOND TRADITIONAL
UNLOCKING THE POTENTIAL OF ALTERNATIVE ASSETS
Download The Book
ORDER CHAD LARSON’S NEW BOOK
UNLOCKING THE POTENTIAL OF ALTERNATIVE ASSETS
Melissa Tully is a Senior Investment Assistant with MLD Wealth, bringing with her a wealth of experience and a deep-rooted commitment to delivering excellence in financial planning.
With a distinguished background in the financial services industry, Melissa’s career trajectory exemplifies her dedication to providing comprehensive solutions to clients. Previously, she served at Richardson Wealth, where she played a pivotal role in crafting comprehensive financial plans tailored to clients’ unique needs.
Melissa’s expertise encompasses a wide array of areas, including Estate analysis, Tax reduction strategies, Education planning, and Insurance needs assessment. Her proficiency in these areas ensures that clients and their families receive strategic guidance that aligns with their long-term financial goals.
Prior to joining MLD Wealth Management, Melissa held key positions at prominent financial institutions such as Royal Bank of Canada, BMO Nesbitt Burns, and TD Wealth Private Advice. During her tenure, she worked closely with a multi-generational discretionary advisory team, focusing on serving high-net-worth individuals and families.
What distinguishes Melissa is her adeptness in financial modeling, market research, and data compilation. These skills enable her to seamlessly bridge financial planning concepts from conception to execution, ensuring that clients receive the highest quality of advice and solutions.
Melissa’s addition to the MLD team embodies our firm’s commitment to excellence and innovation in financial planning. We are confident that her expertise, dedication, and fresh perspective will greatly benefit our clients and contribute to the continued success of our financial planning division.
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