Josh Davis MBA, CFP®
Founder and Senior Financial Planner

About / Melissa Davis

Melissa Davis supports the team as Administrative Assistant, helping with administrative needs and marketing projects. With both a bachelor’s and master’s degree, she brings a thoughtful and organized approach to her work, contributing to the firm’s client-focused culture.
Melissa lives in the Wellington area with her husband Josh Davis and their three daughters: Brielle, Alexa, & Mylah. In her free time, she enjoys family activities and traveling.

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