Melissa L. George Bio

Financial Planner

Company:   Melissa L. George & Associates
Title:           Managing Director
Website:     www.MelissaLGeorge.com
Phone:        678-325-0100

Melissa L. George

began her career in financial services in 1997 working for several large, national firms before establishing MLGA in 2006. Over the years, her practice has gravitated towards the unique needs of small-medium sized business owners. Tax-Free retirement strategies, executive compensation, estate planning and, more recently, special needs planning are a huge focus. Melissa is particularly passionate about educating and working with women.

By incorporating education into the planning process, her clients are equipped to make informed decisions that are effective and impactful. Melissa develops customized strategies and provides competitive product solutions based on client goals and objectives followed by regular assessments to monitor progress.

Melissa holds several licenses in multiple states. Melissa received her business degree from Georgia State University (1994) and she is currently matriculating at UGA’s Terry College of Business towards her CFP designation (2011). Her professional and civic affiliations include membership in the Georgia Association of Black Women Attorneys [GABWA] and Delta Sigma Theta Sorority, Inc., a social action/public service organization, where she holds several positions including Financial Secretary.

About the Firm:
Melissa L. George & Associates, LLC is a boutique Financial Planning and Registered Investment Advisory Firm working primarily with closely-held business owners and high level executives...especially women. We exist to help our clients create generational wealth by eliminating negative returns from their investments and transferring wealth to their heirs on a tax-free or tax-favored basis.

We believe that focusing on accumulating money is simply not enough. To be truly effective, wealth management must be deliberate, consistent and comprehensive. It must include accumulation AND protection planning followed by wealth transfer planning. Our philosophies toward planning are not en-vogue, but make good sense and provide the greatest probability for success. Over the past 15 years, this philosophy has served our clients, our partners and our firm extremely well.