Melinda Kessler

Client Service Associate

Exton, PA, Annapolis, MD, Princeton, NJ

Department: Client Service

Experience: Wealth management since 2014

Education: Business/Marketing at West Virginia State University and Early Education at Bridge Valley Tech

Melinda provides administrative and customer service support to clients in regard to all account-related needs, such as opening new accounts, transferring assets, and completing any additional tasks as requested in a timely manner. She also manually updates private investment accounts, such as entering monthly and quarterly dividends and ensuring our clients receive their account related documents and tax documents from the private investment firms in a timely manner.

Melinda joined our team in May 2024 when Wealth Management Solutions merged with Modern Wealth. When Modern Wealth acquired Wealth Management Solutions, Melinda was excited that the clients she was working with would have additional opportunities and new technologies while continuing to work closely with her team from our Annapolis, Maryland office.

Being a single mom to her three sons, Xavier, Brayden, and Ryker, and a “mimi” to her granddaughter, Phoenix, is the most important aspect of Melinda’s life. As a previous foster parent, she continues to support local foster care organizations and manage The Foster Closet, which helps to provide children in foster care with essentials and clothing as needed. Melinda also supports Girls Night Out, which raises funds for domestic violence shelters and survivors. She also enjoys traveling, experiencing new places and foods, working out, hiking, and photography.

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