Narwhal Capital Management
Melissa Dotson, CFT-I™, CFP®, CSLP® currently serves as a Financial Planning Associate at Narwhal Capital Management, where the focus is on providing tailored investment advisory, tax, financial planning, and 401(k) management services. Prior experience includes working as a Kick-Boxing Trainer at 9Round Fitness and as a Financial Planning Intern at Homrich Berg, where significant contributions included preparing financial projections and assisting with the implementation of financial planning software. Educationally, Melissa is a graduate of the University of Georgia. Previous roles also encompass management at Kinnucans Specialty Outfitter and administrative support at Cowsert and Avery LLP.
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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.