Narwhal Capital Management
Melissa Dotson, CFT-I™, CFP®, CSLP®, is a Financial Planning Associate at Narwhal Capital Management since June 2018, specializing in customized investment advisory and financial planning services. Prior experience includes serving as a Kick-Boxing Trainer at 9Round Fitness, a Financial Planning Intern at Homrich Berg, and an Assistant Manager at Kinnucans Specialty Outfitter. Melissa's educational background includes graduate studies at the University of Georgia, where significant responsibilities involved preparing financial analyses and contributing to the implementation of financial planning software. Early work experience also includes a role as a Runner at Cowsert and Avery LLP, handling confidential court case filings.
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Narwhal Capital Management
For nearly 25 years, Narwhal Capital Management has been helping clients in the metro Atlanta area and beyond manage their investments and take charge of their financial health. Though economic outlooks and market trends vary, we remain steadfast in our commitment to serving clients through the model of stewardship. Our goal is to provide a personalized portfolio with risk-appropriate investments developed from a knowledge not only of markets, but of you, the client. Relationship-based portfolio management, proactive service and an emphasis on education are foundational to our vision for you and Narwhal.