Melinda Adams, CEPA
Professional ExitMap Planner / Featured
Financial Advisor, M&T Financial Partners ➤
Melinda Adams loves her dream job as a Financial Planner with M&T Financial Partners. After many years as a corporate executive with IBM & Oracle, as well as owning her own small businesses, she followed her passion to become a Financial Advisor specializing in designing financial strategies to meet the unique personal and business needs of small business owners.
She has spent over a decade helping her clients build a roadmap to integrate the vision for their business with achieving their overall life goals. Together, Melinda and her clients create and execute business strategies for sustainable growth, business continuity, and succession planning.
Melinda received a B.S. Degree in Polymer Engineering from the University of Southern Mississippi and an M.B.A with an emphasis in Finance from Auburn University.
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- Listing ID: 9098
- Professional Class: Exit Planner