Contributed by: Center for Financial Planning, Inc.®
Southfield, MI – Melissa Joy, CFP® and firm partner located at Center for Financial Planning, 24800 Denso Drive. Suite 300, Southfield MI 48033, was recently named to the Working Mother magazine and SHOOK Research’s “Top Wealth Advisor Moms” list. The ranking measures the best practices of an advisor learned through telephone and in-person interviews, and considers such factors as their service models, investing process, revenue generated for their firm and assets under management.
“I proudly congratulate Melissa Joy on this significant recognition,” said Michelle Lynch, vice president of the Raymond James Network for Women Advisors. “One of the many benefits of the financial advisory profession is the flexibility it can provide to working mothers. You can be successful and have a meaningful work-life balance. This recognition is a testament to Melissa’s commitment to both her family and profession. We are honored to affiliate with such dedicated and accomplished women advisors like Melissa.”
“The Center is committed to helping all team members balance their responsibilities both at home and at the office. You might say it’s in our DNA. Being a successful mom and advisor can be quite a challenge. Our long history of women ownership and commitment to a Balance Life as a firm value remain two pillars in supporting team members in their role as parent and advisor. It is a privilege and honor to recognize Melissa and colleagues who strive to care for their families and career each and every day.” Timothy Wyman, CFP®, JD, and firm partner.
Joy, who joined The Center for Financial Planning- Raymond James in 1999, has more than 19 years of experience in the financial services industry. Melissa works primarily with high net worth individuals and families. She coordinates The Center's investment management and financial planning services as Director of Wealth Management. Melissa is a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst professional.
To reach Joy or the advisors at The Center, more information can be found at http://www.centerfinplan.com/melissa-joy or by calling 248.948.7900.
Center for Financial Planning, Inc. (The Center) is a privately held wealth management firm located in Southfield, Michigan. Working with over 800 families, the firm provides comprehensive financial planning services to individuals and families and manages more than $1 billion in assets as of October 2017.
Data provided by SHOOKTM Research, LLC as of July 2017.The Working Mother and SHOOK research ranking is based on an algorithm of qualitative and quantitative data. SHOOK Research considered wealth advisers who are mothers with at least one child living at home and under the age of 18 with a minimum 5 years of industry experience. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Neither SHOOK nor Working Mother receives compensation from the advisers or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information, see www.SHOOKresearch.com.
About Working Mother Media: Working Mother Media (WMM), a division of Bonnier Corporation (bonniercorp.com), publishes Working Mother magazine and its companion website, workingmother.com. The Working Mother Research Institute (workingmother.com/wmri), the National Association for Female Executives (nafe.com) and Diversity Best Practices (diversitybestpractices.com) are also units within WMM. WMM’s mission is to serve as a champion of culture change.
About SHOOK Research: As America’s only wealth adviser research organization, SHOOK Research recognizes the most outstanding wealth advisers in the business. The firm’s host of quantitative and qualitative deep due-diligence measures includes telephone and in-person meetings. The firm shares its best practices research through conferences and speaking engagements.