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Melissa Ausman Barkley, CFP®
- Client Manager
Melissa Barkley joined Stavis Margolis
Advisory Services, Inc. in May 2007.
Melissa, a
Certified Financial Planner™, is
responsible for ensuring a positive
client experience for Stavis Margolis'
Birmingham, Alabama clients by
coordinating the implementation of
financial plans and serving as the point
of contact for a wide variety of client
needs and servicing issues in the area
of investments, estate planning, and
insurance.
Melissa
began her career with AmSouth (Regions) Bank
as an associate financial planner, where she
assisted in drafting and implementing
goal-based financial plans for individual
clients. Melissa graduate magna cum laude
with a BA in history and economics from
Tufts University in Medford, Massachusetts
in 2002. She also completed the American
College's CFP®
certification curriculum in 2004. Melissa
obtained the CFP®
designation in 2005.
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For more information about Stavis Margolis Advisory
Services, or to have one of our Professional
Financial Advisors get in touch with you, please
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