Melissa Cates, Financial Advisor

FINANCIAL ADVISOR
Melissa S Cates

AAMS™
403 S 1st, Mount Vernon, WA 98273opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Insurance & Annuities
  • Portfolio Reviews

Financial Advisor Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Camping
  • Golfing
  • Horseback Riding
  • Traveling
  • Pets

Team Members

  • Peggy Lindquist
    Sr. Branch Office Administrator
    FPQP®
  • Kari Vagen
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Phone

(360) 336-6664

Fax

(888) 826-3916

Office Address

403 S 1st
Mount Vernon, WA 98273opens in a new window

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