Melissa Allen is responsible for client relationship management as well as business development. She is also working toward obtaining a CERTIFIED FINANCIAL PLANNER® certification 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.