Melissa leads all Human Resources functions, including strategy, talent acquisition, leadership and team development, diversity and inclusion, employee relations, compensation, and benefits. As the HR Manager, she has led the company through a period of rapid growth while working with managers across the organization to ensure the company culture has thrived. She is responsible for the firm's new Diversity and Inclusion Committee and is a member of the employee-led Fun and Philanthropy committee. In 2022, she led the firm to be named one of Florida's Best Companies to Work For6.
Melissa earned her Bachelor of Science at the University of Florida. She has also earned her Series 7 securities license and her SHRM-CP Certification. Melissa and her family reside in the Tampa area, where they cheer (loudly) for the Tampa Bay Lightning, Tampa Bay Rays, and Tampa Bay Buccaneers.
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Gainesville, FL 32635‑8230
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2511 NW 41st St.
Gainesville, FL 32606
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.
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