Melissa Joy, CFP®
We make a living by what we get, but we make a life by what we give. Winston Churchill
Melissa Joy, CFP®, is a partner at The Center and Director of Investments and Client Services. She joined The Center staff in 1999 and has been in the securities industry since 1998. She is responsible for investment research, client communications, and portfolio management in collaboration with your financial planner.
Melissa received her Bachelor of Arts in Politial Science from the University of Michigan, is a graduate of Boston University's Financial Planning Program, and holds a CERTIFIED FINANCIAL PLANNER™ certification and Series 7, 63 and 66 securities licenses. Melissa completed the Executive Leadership Program through Inforum, a Michigan Professional Women's Alliance in 2012.
Melissa is often quoted on investment-related topics for publications including the Chicago Tribune, Financial Advisor, Investment News and Morningstar Advisor Magazine. She has twice been recognized as one of eight people named the Financial Advisor Magazine "Inaugural Research All-Star" team in 2011 and 2012.* Melissa writes a quarterly Investment Commentary for The Center, is a frequent contributor to the Money Centered blog, a member firm's Investment Committee, Operation Committee, and manages the Client Service Department. Melissa speaks frequently on investment-related topics and is available for speaking appearances.
Personally, Melissa lives in Dexter with her husband Jeff and their son, Gus. She is a Trustee at First Congregational Church of Ann Arbor. An amateur photographer, Melissa enjoys capturing real life moments of her family and friends. You can find her playing women's soccer, watching college football and basketball and traveling. Melissa has learned that by pursuing her interests at home and at work, everything is more fulfilling.
Melissa is a contributor to the Money Centered blog. Read Melissa's posts here.
To view all times Melissa is mentioned on the website, please click here.
*Award was based on job function of the person evaluated, fund selections and evaluation process used, study of rejected fund examples, and evaluation of challenges faced in the job and actions taken to overcome those challenges. Evaluations were independently conducted by Financial Advisor Magazine