Melissa Herbert
Senior Registered Wealth Associate
As a Senior Registered Wealth Associate at Seventy2 Capital, Melissa’s focus is on supporting the client experience, working with her advisors, helping with all service account needs, providing education on different products, and assisting in growth of the advisors’ books.
Prior to joining Seventy2 Capital, Melissa worked in the investment banking and wealth management fields for six years at Raymond James, Jefferies, and TIAA as a Client Relationship Manager. Melissa has obtained her FINRA Series 7 and 66 as well as Life and Health Insurance registrations to further assist her advisors and their clients.
Outside of work, Melissa enjoys spending time with family and friends, golfing, and hiking. She received her Masters degree in Business Administration from the University of Tampa.