Melanie is a managing director in Abbot Downing’s Houston office. She serves ultra-high-net-worth multigenerational families, family offices, foundations, and endowments. Melanie leads a team of wealth management specialists to help clients manage the full impact of unique wealth to preserve and grow assets while building legacies across generations.
Prior to joining Abbot Downing, Melanie was a wealth advisor for the Wells Fargo Private Bank. In this role, she was responsible for managing a team of specialists to implement custom, comprehensive wealth plans and deliver full-service wealth management solutions. Prior to joining Wells Fargo, Melanie was a vice president at Morgan Stanley and JP Morgan Private Bank in Denver.
Melanie is a SAFE-registered mortgage loan originator (NMLSR ID 1176854).
Melanie earned a master’s degree in Business Administration from Boston University. She holds the Certified Trust and Fiduciary Advisor (CTFA) designation.
Melanie is on the Board of Advisors of ACE Scholarships. She lives in Houston with her husband, Tim, and son, Jack.