Melissa Valentine, RICP®, AAMS™
Appointed Representative,
Financial Services
Orwigsburg, Pennsylvania
Melissa has been a financial advisor with Edward Jones since 2014. Prior to joining Edward Jones, she assisted individuals and organizations in meeting their goals as a Licensed Social Worker and Certified Corrections Manager. Using an established process, she builds personalized financial strategies for her clients that are designed to achieve their unique goals. She takes the time to get to know her clients on a personal level and identifies what is most important to them. She serves a wide variety of clients and regularly works with multi-generational families to develop unique strategies of wealth transfer and with small business owners for whom she create strategies for business succession, asset growth and tax reduction. Outside of her role with Edward Jones, she is a member of the Orwigsburg Business and Professional Association and serves as an auditor and nursery volunteer at her church. Melissa enjoys reading, trying new things and experiences, and spending time with her family and pets.