Melanie Fitzgerald, CFP(r), CSA
Acworth,GA
Summary
Seasoned Financial Planner with 25+ years experience bringing expertise in comprehensive financial planning strategies. Resourceful, hardworking, and passionately dedicated to serving clients while supporting the organization.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Wealth Advisor
Mercer Advisors (Resource Planning Group)
2020.12 - Current
- Established strong relationships with clients, enhancing trust and long-term retention rates.
- Conducted comprehensive financial analyses to identify client goals and develop personalized strategies.
- Collaborated with cross-functional teams to deliver holistic financial planning services that addressed all aspects of a client''s financial life.
- Assisted in estate planning by collaborating with legal professionals to ensure seamless transfer of wealth across generations.
- Implemented tax-efficient strategies for clients'' investment portfolios, minimizing tax liabilities and maximizing after-tax returns.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Executive Director
Women Renewed, Inc.
2018.06 - 2022.03
- Providing financial counsel and education to over 300 women in transition year-to-date.
- Work closely with organizational leadership, including board of directors, to strategically affect direction of operations.
- Create promotional materials and provide insightful information to social media, websites and print media to educate public.
- Promote mission of organization,via successful community outreach and marketing strategies at the local and national levels.
Financial Advisor
Ronald Blue Trust
2003.02 - 2018.06
- Provided comprehensive financial planning to client base of 90+ families.
- Managed $23,000,000 in assets providing one-on-one investment advice to clients.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Authored several financial planning articles for publication.
- Expertise with issues associated with aging population, including Social Security, Medicare, Medicaid and Long Term care options.
- Qualified Retirement Plan Coordinator.
- Trained branch personnel in the technical skills required for comprehensive financial plan development.
- Advisor for 3rd generation of prominent family in Atlanta area via their Family Office.
Pension Consultant
Retirement Plan Administrators LLC
1996.12 - 2003.02
- Consulted with clients on Plan Design to maximize contributions for Highly Compensated and Key Employees
- Prepared IRS and DOL returns and facilitated audit examinations.
- Prepared financial reports and trust asset analysis of Qualified Retirement Plans for 188 clients.
- Promoted cross selling of other firm services.
Administrator
Curtis Investment Company
1994.08 - 1996.12
- Prepared financial reports, records of investment and cash flow registers for limited partnership.
- Participated in the day to day operation of a family limited partnership with $189 Million in assets.
- Coordinated tax preparation between CPA, Partners and Trusts.
- Managed insurance records for Partners and Trusts.
Education
BBA - Finance
Georgia State University
Atlanta, GA05.2000
Skills
- Tax planning
- Cash Flow planning
- Insurance analysis
- Aging issues
Holistic Financial Planning including:
- Retirement planning
- Estate planning
- Investment advice
- Education funding
- Veteran benefits
Certification
CERTIFIED FINANCIAL PLANNER(TM)
Certified Senior Advisor (CSA)(r)
Timeline
Wealth Advisor
Mercer Advisors (Resource Planning Group)
2020.12 - Current
Executive Director
Women Renewed, Inc.
2018.06 - 2022.03
Financial Advisor
Ronald Blue Trust
2003.02 - 2018.06
Pension Consultant
Retirement Plan Administrators LLC
1996.12 - 2003.02
Administrator
Curtis Investment Company
1994.08 - 1996.12
BBA - Finance
Georgia State University
CERTIFIED FINANCIAL PLANNER(TM)
Certified Senior Advisor (CSA)(r)
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