Melissa Gannon joined the firm in October 2016 as a Financial Planner. Melissa earned a Bachelor of Science in Business Administration from the University of Dayton and a Master in Business Administration (concentration in Finance) from Florida Atlantic University. She passed her Series 65 Uniform Investment Adviser Law Exam in April 2013, earned her Certified Divorce Financial Analyst designation in April 2016, and obtained her Certified Financial Planner (CFP®) designation in December 2019. For more than 21 years, Melissa was the vice president of Weiss Ratings where she led the firm’s quantitative financial analysis of the nation’s insurance companies, banks and credit unions as well a

Melissa Gannon
Principal and Manager Financial Planning
Castle Wealth Management
United States, Florida, West Palm Beach
About Me
Profile Information
Principal and Manager Financial Planning
Castle Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
West Palm Beach
Florida
United States
Aug 7, 2024
More profiles to browse
CW
Christina Worley
Managing Member & Firm Founder
Scott Worley
Chief Financial Officer
You Might Like
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Dennis Hanson
Principal
Jamison Hanson