Melanie Bertch is an experienced people leader and private client manager specializing in strategic management of wealth, generational wealth transfer, and business relationship management. With a strong background in financial services, they have previously held significant roles at TIAA and MassMutual, and currently serve as a Senior Trust Advisor at Vanguard. Melanie's expertise includes Special Needs Trust and Personal Trusts, focusing on fostering meaningful client relationships and delivering customized trust solutions that align with client priorities. They are also pursuing a degree in Wealth and Investment Management at Campbell University.
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