Melanie Clay

Melanie Clay, CFP®, is a seasoned wealth planner currently serving as Vice President at Fidelity Investments in the San Francisco Bay Area. With a comprehensive background in wealth management, Melanie previously held various leadership roles, including Vice President at J.P. Morgan and Director of Business Results Consulting at Thrivent Financial for Lutherans. They earned a BA in Business Administration from the University of St. Thomas and have extensive experience in financial consulting, product management, and client relationship management across several renowned financial institutions.