Melissa is the newest member of the Potomac Wealth Advisors, LLC team. Ms. Allen is responsible for client relationship management as well as business development. Melissa is also working toward obtaining a Certified Financial Planner® designation and has over 10 years of experience in the financial services industry.
Melissa is the newest member of the Potomac Wealth Advisors, LLC team. Ms. Allen is responsible for client relationship management as well as business development. Melissa is also working toward obtaining a Certified Financial Planner® designation and has over 10 years of experience in the financial services industry. Prior to joining Potomac Wealth Advisors, Melissa worked at Morgan Stanley and RBC Wealth Management in the Washington DC area. She also holds a bachelor’s degree from American University in Washington DC.
Originally from Connecticut, Melissa now resides in Olney, MD with her husband, triplets, and Labrador retriever. In her spare time, she enjoys playing tennis, cooking, and volunteering at her children’s school.