Making a positive impact on clients’ lives is what Melanie Ross enjoys most about her role as a wealth advisor. As the mother of a child with special needs and the wife of a first responder, Melanie is passionate about helping families be as well prepared as possible for unexpected life events.

When it comes to navigating life’s curve balls, Melanie finds that empathy and a little levity can help, which flow naturally with the intentionally she pours into building and maintaining her role as a trusted partner. By listening deeply to her clients and collaborating with the breadth of the Sequioa team, Melanie finds great purpose in developing creative solutions to the problems that keep clients awake at night without compromising their overall financial goals.

With more than two decades of experience in financial services, Melanie’s commitment to professional development and continuing education is evident, as she is a CERTIFIED FINANCIAL PLANNER® (CFP®), holds the Chartered Special Needs Consultant (ChSNC®) and Certification in Long-Term Care (CLTC®) designations, and is an Accredited Asset Management Specialist (AAMS®).