As a CERTIFIED FINANCIAL PLANNER™ professional, the passion for investments came at an early age for me. On my 8th birthday, my grandfather purchased 10 shares of a utility stock and taught me the fundamentals of investing. Each Sunday morning, I would look up my stock in the newspaper and track the progress on construction paper. I looked forward to this each week and now I am blessed to be able to help others.
I became an Edward Jones client in 2009 and experienced firsthand the quality-oriented, long-term investment philosophy of Edward Jones. My financial advisor had a lasting impact on me, and I realized that I wanted to help people and change their lives and legacy. In August of 2016, I joined Edward Jones as a financial advisor, and it has been one of the best decisions of my life.
I received my undergraduate and master's degree from Oakland City University. I hold my life, accident, health, property and casualty insurance agent license, FINRA 7 and 66 registrations, along with the CFP® certification.
Outside of the office, I am a mom to two children. My son, Nick, is studying at the University of Evansville and has a heart to serve. He is double majoring in elementary education and special education. My daughter, Alexis, currently attends Castle High School and keeps our life full with her extracurricular activities such as Young Life and lacrosse. She has committed to Indiana University for the fall of 22' and aspires to be a forensic pathologist someday. My husband, David, and I are natives of Newburgh and both graduated from Castle High School and reside in Newburgh.
I enjoy serving our community and volunteering with Granted, Tri-State Military Resources and mentoring programs. In addition, I am a member of the MARC professionals, Women's Club of Newburgh, Rotary, Community Alliance and Evansville Regional Economic Partnership.
Focus areas
- Estate & Legacy Strategies
- Wealth Strategies
- Business Retirement Plans
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- New Investors
My Personal Interests
- Spending Time with Family
- Volunteering
- Traveling
- Health & Nutrition
- Hiking
Office Information
Phone Number
Melissa Nicholson at (812) 853-2775Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | Closed for Holiday |
Tue | 08:00AM - 06:00PM |
Wed | 08:00AM - 06:00PM |
Thu | 08:00AM - 06:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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