Melanie Reeve

Melanie has worked in the field of financial services for over 20years, advising clients on everything from checking accounts to complicated estate plans. She spent the first 10 years of her career working in banking where her responsibilities included managing branches, advising on deposits and loans, and writing financial plans for clients. She earned her CFP® (Certified Financial Planner) certification in 2006, and fell in love with financial problem solving and making a difference in clients’ lives. In 2009, she became an independent financial advisor and now works with families to help them address their financial issues both today and for the future. At UPstream, she has the perfect structure to truly keep the client at the center of all that she does.