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Our financial advice team


Melissa Saleeby, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Melissa Saleeby

Financial Advisor

Managing Director
Blue Cardinal Wealth Solutions
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies
  • Family Finances
  • Investments
  • Estate Planning Strategies
  • Insurance

Education

  • Bachelor of Arts, Biology, College of Charleston, Charleston, SC

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021, 2022, 2023
  • Blue Cardinal Wealth Solutions, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Professional associations

  • Lake Norman Chamber of Commerce

Previous experience

  • Morgan Stanley Smith Barney, Financial Advisor, 2009-2015
  • Wachovia Securities, LLC, Financial Advisor, 2007-2009
  • Wachovia Bank/Wachovia Securities, Licensed Financial Specialist, 2000-2007
  • First Union National Bank/First Union Brokerage, Licensed Financial Specialist, 1996-2000

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Time Out Youth
  • Humane Society of Charlotte
  • Friendship Trays

Interests

Originally from Charlotte, Melissa resides in Charlotte's Plaza-Midwood neighborhood with her husband, Patrick, and their beloved dogs, Scarlett and Sidney. She enjoys exploring the outdoors, taking yoga/barre classes and volunteers with the Humane Society of Charlotte.