Melissa Newell, Financial Advisor located in Tacoma, WA

Financial Advisor
Melissa Newell

CFP®, AAMS®, CRPC™
2519 N Stevens St, Tacoma, WA 98406opens in a new window
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Focus Areas

  • Wealth Strategies
  • Sustainable investing
  • Domestic Partner Finances
  • Divorce Finances
  • Portfolio Reviews
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Traveling
  • Music
  • Bird Watching

Team Members

  • Corinne Kochaney
    Branch Office Administrator
  • Beth Kuwahara
    Branch Office Administrator
  • Makena Schoene
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(253) 752-4368

Fax

(888) 282-5417

Office Address

2519 N Stevens St
Tacoma, WA 98406opens in a new window

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