Melanie E. Wells, CFP®
Managing Associate
Melanie E. Wells, CFP®, is a Managing Associate at Henssler Financial. Ms. Wells’ responsibilities include managing client accounts on a day-to-day basis, analyzing client data and providing recommendations based on the firm’s strict investment criteria. As a Managing Associate, Ms. Wells engages in initiating new business and works on overarching planning issues, in addition to managing staff and leading teams. She also contributes to “Money Talks,” the firm’s financial talk radio show.
Ms. Wells joined the firm in 2011 as an Assistant in the Tax & Accounting division, and Operations, where she assisted with daily trading, processing daily fund information, and assisting with compliance related tasks. In 2013, Ms. Wells moved to the Planning & Implementation department, assisting with client cash flow projections, processing client information, and client services support duties. She was promoted to Senior Associate in August 2020 and to Managing Associate in April 2023.
As part of the firm’s involvement with Kennesaw State University, Ms. Wells was an integral part of the team that provided monthly lectures on personal finance through the Odyssey Peer Mentoring Program, which sponsors events for Kennesaw’s students’ social, professional, and academic development.
Ms. Wells earned a Bachelor of Science in Family Consumer Sciences and Family Financial Planning from the University of Georgia. She is a CERTIFIED FINANCIAL PLANNER™ Certificant.
Melanie E. Wells, CFP®
Managing Associate
Melanie E. Wells, CFP®, is a Managing Associate at Henssler Financial. Ms. Wells’ responsibilities include managing client accounts on a day-to-day basis, analyzing client data and providing recommendations based on the firm’s strict investment criteria. As a Managing Associate, Ms. Wells engages in initiating new business and works on overarching planning issues, in addition to managing staff and leading teams. She also contributes to “Money Talks,” the firm’s financial talk radio show.
Ms. Wells joined the firm in 2011 as an Assistant in the Tax & Accounting division, and Operations, where she assisted with daily trading, processing daily fund information, and assisting with compliance related tasks. In 2013, Ms. Wells moved to the Planning & Implementation department, assisting with client cash flow projections, processing client information, and client services support duties. She was promoted to Senior Associate in August 2020 and to Managing Associate in April 2023.
As part of the firm’s involvement with Kennesaw State University, Ms. Wells was an integral part of the team that provided monthly lectures on personal finance through the Odyssey Peer Mentoring Program, which sponsors events for Kennesaw’s students’ social, professional, and academic development.
Ms. Wells earned a Bachelor of Science in Family Consumer Sciences and Family Financial Planning from the University of Georgia. She is a CERTIFIED FINANCIAL PLANNER™ Certificant.
Notable
CERTIFIED FINANCIAL PLANNER™ Certificant
14 Years of Financial Services Experience
Member of Financial Planning Association