Melanie E. Wells, CFP® 1
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Notable

  • CERTIFIED FINANCIAL PLANNER™ Certificant

  • 9 Years of Financial Services Experience

  • Member of Financial Planning Association

  • Member Engagement Committee of the Financial Planning Association of Georgia

Contact

  • (678) 797-3731

  • Email Melanie

Melanie E. Wells, CFP®
Associate

Melanie E. Wells, CFP®, is an 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. She 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 as a Financial Planner, assisting with client cash flow projections, processing client information, and client services support duties.

As part of the firm’s involvement with Kennesaw State University, Ms. Wells is part of the team that provides 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® 1

Melanie E. Wells, CFP®
Associate

  • Download Bio

Melanie E. Wells, CFP®, is an 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. She 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 as a Financial Planner, assisting with client cash flow projections, processing client information, and client services support duties.

As part of the firm’s involvement with Kennesaw State University, Ms. Wells is part of the team that provides 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

  • 9 Years of Financial Services Experience

  • Member of Financial Planning Association

  • Member Engagement Committee of the Financial Planning Association of Georgia

Contact

  • (678) 797-3731

  • Email Melanie

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