Melissa joined Homrich Berg in September 2024 as a Senior Client Service Operations Specialist within our HB Family Office division. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.
Before joining HB, Melissa served most recently as a Sr. Wealth Support Specialist, Assistant Vice President with Truist Bank. She brings a wide range of expertise to the firm, ranging from managing a portfolio of ultra-high-net-worth clients and their families to providing comprehensive client and advisory support to specialty-specific activities and banking solutions. Melissa started her banking career with SunTrust (now Truist) in 2010. During her time with SunTrust she led a sales team, focusing on talent development and achieving business goals. Her leadership and client management skills were recognized with multiple SunTrust/Truist Performance Excellence Awards (2011, 2012, 2014-2015, 2023). Melissa’s work at Truist highlights her ability to handle complex tasks, train staff, and maintain a high level of client satisfaction.
Melissa is NMLS registered and a previous bank officer with Truist Bank.
She enjoys traveling, especially to the Caribbean with her partner. Melissa stays active with her twin sons, engaging in activities like spending time at the beach, trampoline parks, and the movies. Originally from Long Island, NY, she moved to Florida at 18 and has made it her home for over 20 years.