Melissa Devolve, Social Security Planning Planner
Melissa Devolve
Senior Financial Advisor, Merrill Lynch
advisor.ml.com/sites/fl/winter-parkfl/devolvegroup
Professional Profile
Meet Melissa Devolve, a highly respected Senior Financial Advisor at Merrill Lynch in Florida, where she brings over two decades of expertise in wealth management. With a deep understanding of the financial industry rooted in her personal journey, Melissa is dedicated to helping families secure their financial futures. She originally began her career right out of college, and after taking time to raise her two sons, she returned to her passion for finance with a renewed commitment to her clients.
Melissa specializes in wealth management planning, including retirement and education planning, and collaborates with clients' tax and legal professionals to ensure comprehensive estate planning solutions. Her approach is centered around creating a tailored experience that provides comfort and security, making her a trusted ally for families navigating their financial journeys.
As a holder of the NSSA® designation in Social Security planning, Melissa Devolve brings specialized knowledge of Social Security planning to every client relationship.
Not only does Melissa bring the global strength of Merrill Lynch to her clients, but she also offers a unique perspective shaped by her personal experiences with wealth management and its impact on her family. With a focus on multi-generational planning, she enjoys working with both her long-standing clients and their children and grandchildren, ensuring that future generations are well-equipped to meet their financial goals.
Outside of her professional life, Melissa is a family-oriented individual who enjoys spending quality time with her husband Kevin and their two adult sons, Noah and Ben. An outdoor enthusiast, she is passionate about hiking, biking, and skiing, all of which support her love for family bonding and a balanced lifestyle. Choosing Melissa Devolve as your Financial Advisor means partnering with a knowledgeable, compassionate, and dedicated professional who is committed to helping you achieve your financial objectives.
Contact Melissa
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.