Melissa Greenwood, CFP®

VP, Relationship Manager

Melissa Greenwood, CFP®, a CERTIFIED FINANCIAL PLANNER Practitioner, brings over 15 years of experience in the financial services industry to the advisory team. Graduating with a finance degree from Arizona State University's WP Carey School of Business, Melissa has honed her expertise through roles at USAA, Vanguard, and US Bank. During her career, Melissa has managed books of business encompassing over 300 households and $500 million in assets under management. As a dedicated CERTIFIED FINANCIAL PLANNER™ Practitioner, she upholds the highest standards of ethics and professionalism, aligning with the CFP Board's Code of Ethics and Standards of Conduct. Outside of her professional endeavors, Melissa and her husband enjoy exploring the diverse landscapes of Arizona. Melissa cherishes time spent with her two adult children and her four dogs.