1-888-631-8166

Melissa Mansfield

Financial Advisor

Melissa became a financial advisor in 2013 when she joined a wealth management practice in southeastern Minnesota after leaving a career in the corporate accounting world.  She has a passion for helping people align their goals with their passions, and she works with couples and individuals to develop a comprehensive financial plan centered around what is most important to them.

Melissa was born and raised in Winona, Minnesota and received her Bachelor’s degree summa cum laude from Winona State University.  After a period of international travel, she completed her graduate studies in international business at St. Mary’s University of Minnesota.

She lives in Winona with her daughter, Isabelle, and their wise, old feline, Luna.  In her free time, Melissa loves being outdoors.  She enjoys hiking and exploring Minnesota’s state parks, gardening, kayaking and spending as much time as possible with family and friends.

Services & Experience

As an avid hiker, Melissa likens financial planning to exploring a new trail.  You start not knowing what you’ll encounter.  But if you begin the journey by planning for contingencies, chances are you’ll be able to handle whatever challenges you face.

Melissa enjoys building lasting, trusted relationships with all her clients.  Think of her as your trail guide.  She’s developed a reputation for being easy to talk to – approachable and empathetic—and helps you reroute your financial plan when life presents you with new opportunities or throws an obstacle into your path.  Life’s a journey, and she enjoys helping you navigate a route to success by living a life of purpose.

She provides comprehensive and proactive financial planning services, including: active investment management, retirement income strategies, risk management, education planning, and estate planning.  Melissa works closely with CPAs and attorneys to coordinate the seamless and consistent implementation of your financial plan.

 

Education & Credentials

Securities Registered in: Minnesota, Wisconsin, Iowa and Nevada.

Series 7 – General Securities Representative

Series 66 – Uniform State Securities and Investment Advisor Representative

Insurance Licensed in Minnesota – Life, Variable Life, Variable Annuities, and Long-Term Care

 

Winona State University – Bachelor of Arts in Political Science, Minor in Global Studies

United States International University Africa – Study Abroad in Nairobi, Kenya

Saint Mary’s University of Minnesota – Master of Arts, International Business

University of Georgia, Terry College of Business’ Executive Program, Certificate in Financial Planning

Address

949 Whitewater Avenue
Suite 1
St. Charles MN 55972