Melissa Montalvo is a Partner and Senior Wealth Advisor at Atticus Wealth Management, where she serves high-net-worth families, professionals, and business owners across 15 states with comprehensive financial planning and investment strategy. Known for her analytical rigor and client-first mindset, Melissa delivers personalized solutions that help clients navigate the complexities of multi-generational wealth with enthusiasm, clarity and confidence.

Melissa holds both the Certified Financial Planner™ (CFP^®) and Chartered Financial Consultant^® (ChFC^®) designations, reflecting her deep technical expertise and commitment to fiduciary standards. She began her financial career as a hedge fund analyst in New York City before spending nearly a decade with Fidelity Investments and six years with Raymond James Financial Services, where she served as a trusted consultant to sophisticated investors.

At Atticus, Melissa integrates her institutional experience with a personal, high-touch advisory style. She is a frequent collaborator on firm-wide planning initiatives and brings a strategic perspective to both client engagements and advisor development.

Originally from Cranford, New Jersey, Melissa graduated from Lehigh University, where she was a Division I student-athlete. She now resides in South Florida and remains actively engaged in her community, including mentoring the next generation of women in finance.