
Melinda Wittemail
Bluecrest Financial Alliances
14241 Dallas Pkwy Suite 1200
Dallas, TX 75254
Professional Story
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.As a financial professional [or financial advisor] with a Certified Family
Business Specialist (CFBS) designation, I have knowledge and insight into the inner workings and challenging dynamics of family-owned business and small, closely-held corporations. The designation was offered by The American College in Bryn Mawr, PA, exclusively for MassMutual financial professionals.
Languages:
- English
Credentials:
- CFBS
Specialties:
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheck
See Melinda’s Licenses and Disclosures