At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace.
As an Edward Jones financial advisor, I want to understand what's important to you. I use an established process to build personalized strategies to help you reach your goals. And, we will partner together throughout your life to keep you on track.
Originally from North Dakota, I have lived in Rocklin and Lincoln with my husband, Keith, for over 30 years. My educational background includes an BA in business from the University of ND. In addition, I received the AAMS® professional designation from the College of Financial Planning.
I've worked with Edward Jones for almost 16 years and had my office here in Lincoln almost 14 years. As a limited partner at Edward Jones, I have served as a financial advisor coach, mentor, field trainer, recruiting team member, hiring team member and as the women's inclusion leader. I received the Spirit of Caring Award from my peers in 2018. I am an active member of the community, being a Rotarian, advisor for the Western Placer Education Foundation and serving on the Lincoln Chamber Board of Directors.
My branch administrators, Cindy Raber and Cindy Conahan, are dedicated to providing you with the highest level of service possible. Cindy Raber has been with Edward Jones almost 15 years and lives in Lincoln with her twin daughters. Cindy also supports the community by serving on the WPEF board. Cindy Conahan has been with Edward Jones for over six years and lives with her family in Rocklin.
In my free time, I love to bike, hike, travel and spend time with family and friends.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so we can help you reach your long-term financial goals.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
Phone NumberMelanie A Bergevin at (916) 408-4722
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:30PM|
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