CoverProfile

Melissa Fleming

Wealth Advisor

IronBridge Private Wealth

United States, Texas, Round Rock

About Me

Melissa Fleming, is a wealth advisor, helping clients achieve and maintain their financial independence. With over 26 years of financial services sector experience, she understands a client’s varying financial needs with growing and protecting assets, transferring wealth to the next generation, and saving tax efficiently. She also helps IronBridge clients with charitable giving strategies. Melissa, started her banking career in 1998, working with high net worth clients at JPMorgan Chase and Wells Fargo Private Bank. She obtained her CERTIFIED FINANCIAL PLANNER™ certification in January 2006, and her Chartered Financial Consultant® designation in 2023. Melissa earned her Bachelor of Arts i

View more

Profile Information

Wealth Advisor

IronBridge Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Round Rock

Texas

United States

Apr 29, 2025

More profiles to browse

Profile Photo
Jim Denholm
Founder & Chief Executive Officer
BK
Bill Keenan
Partner, Wealth Advisor
Profile Photo
Gwen Markes Henson
Founding Partner, Chief Compliance Officer & Director of Financial Planning
DZ
Douglas Zullo
Partner, Wealth Advisor

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)