Melissa started Full Circle Private Wealth Management of Raymond James in 2019, after a career in investment banking and private equity. We talked about:

• The role of a wealth manager
• The importance of building trust in small business
• Why wealth management goes far beyond investment management
• When to hire a wealth manager
• The team-based approach to providing advice to the business owner
• Wealth manager vs. a family office
• Fee-based vs. non-fee based wealth management
• Factors to consider about selling a business to private equity

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FullCircle Private Wealth of Raymond James: https://www.raymondjames.com/fullcircleprivatewealth/about-us

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