Melissa Dotson
Financial Planning Associate at Narwhal Capital Management
Based in Atlanta, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Atlanta
Industry
Investment Management
Company size
19
Contact information
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m•••••••@narwhalcapital.com
Phone
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Background
About Melissa Dotson
Narwhal Capital Management offers investment advisory, tax, financial planning and 401(k) management services to individuals, families, corporations and foundations. Our firm places an emphasis on customized portfolios, appropriate investment returns, service and education. While obtaining my undergraduate degree in consumer economics I became intrigued with consumer behavior and its relationship with money-related decisions, especially with millennials. Making decisions related to money can be difficult and hard to understand, which led me to pursuing a graduate degree in financial planning. I am engaged in creating client trust and commitment while striving for positive financial change in the lives of clients.
Decision-makers
Other people at Narwhal Capital Management
- JHC-Team
Jonathan Hicks
Chief Compliance Officer · Legal
- DSOther
Donald Skola
Tax and Accounting Associate · Other
- BNC-Team
Benjamin Nye
Chief Investment Officer Portfolio Manager · General Business & Management
- NRDirector
Natalie Rogers
Director of Client Service and Operations · Operations
- JGOther
John Grayson
Account Executive · Other
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