Partner | Financial Advisor@ Pursuit Wealth Management
West Palm Beach, Florida, United States
Melanie Martinez
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Palm Beach State College
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Tell me more about Melanie Martinez?
FlashIntel GPTMelanie Martinez is a highly experienced professional with 16 years of work experience. She is currently based in West Palm Beach, Florida, and is affiliated with UBS. Melanie has worked at Pursuit Wealth Management as a Partner and Financial Advisor, as well as at UBS in Zurich, Switzerland as a Financial Advisor and Wealth Planning Analyst. She also has experience as a Registered Client Service Associate and as a Financial Advisor at UBS. Melanie's expertise lies in general management, financial services, and wealth planning.
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About
**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** **Registered States**FL,NJ,NY,TX
Work Experience
Partner | Financial Advisor
Financial Services
Melanie Martinez's Professional Milestones
- Wealth Planning Analyst (2014-08-01~): Streamlined investor planning processes, optimizing investment returns and maximizing returns for the organization.
- Partner | Financial Advisor (2019-06-01~): Provided financial guidance and investment guidance, improving client outcomes and facilitating financial growth.
Education
Associates,
Associate Of Arts
2002-2005Certification
Colleagues
Vincent Cuomo
Executive Partner
Christian Searcy
Managing Partner Owner
Katrina Timmons
Notary Signing Agent
Melanie Martinez McDonald, CFP®, CEPA®
partner financial advisor at pursuit wealth management
Beth Thomas, CRPC®
Registered Client Relationship Manager
Other Named Melanie Martinez
Frequently asked questions
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Melanie Martinez works for Pursuit Wealth Management
Melanie Martinez's role in Pursuit Wealth Management is Partner | Financial Advisor
Melanie Martinez works in the industry of Financial Services
Melanie Martinez's colleagues are Vincent Cuomo,Christian Searcy,Katrina Timmons
Melanie Martinez's latest job experience is Partner | Financial Advisor at Pursuit Wealth Management
Melanie Martinez's latest education in Palm Beach State College
