Canopy Wealth Management
Melodie Ace is an experienced financial services professional currently serving as the Director of Operations at Canopy Wealth Management since January 2023. Previously, Melodie held the same title at Sky's Edge Wealth from May 2022 to December 2022 and worked as Lead Advisor at Heckmann Financial from February 2010 to April 2022, where responsibilities encompassed client care, event planning, human resources, business management, and personalized financial planning. Melodie's career also includes roles as a Registered Associate at A. Paul Olsen Financial Services & Benjamin F. Edwards & Co., Director of Client Services & Operations at Northwestern Mutual Financial Network, and as a Financial Advisor Associate & Office Manager at SUN Financial. Melodie began the journey in the financial industry in 2001 after a starting role as a Project Assistant at Iconica. Educational qualifications include a Bachelor’s Degree in Finance and Financial Management Services from Upper Iowa University and multiple designations from The American College of Financial Services, including CLU.
This person is not in any teams
This person is not in any offices
Canopy Wealth Management
Canopy Wealth Management is a fee-based firm that adheres to the highest fiduciary standards, providing our clients with advice that is truly unbiased. We are an independent wealth management firm providing customized portfolio management and wealth planning services for clients in all phases of life. Our advisors always put client needs first and have helped them achieve long-term financial success and security. Disclosure: Canopy Wealth Management is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Content may be dated. Links to third party sites, or information is from a reasonably reliable source.