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Melissa Cates, Financial Advisor

FINANCIAL ADVISOR
Melissa S Cates

AAMS™
1688 Main St Suite 101, Freeland, WA 98249opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Insurance & Annuities
  • Portfolio Reviews

About Melissa

We are dedicated to providing the ideal client experience for the long-term, serious investor by understanding what is most important to you. We use an established process to develop strategies to achieve those goals and partner with you throughout your life in order to help keep you on track. We create an atmosphere of knowledge, compassion, confidence and comfort that brings with it long-term relationships.

I began my career with Edward Jones in 2004 as a home office associate in St. Louis, MO. In 2006, I joined the Freeland, Washington, branch here on Whidbey Island. My business has grown to the...

Work History

  • Edward JonesFebruary 2004 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Sweet Briar CollegeBachelor of Arts

Personal Interests

  • Camping
  • Golfing
  • Horseback Riding
  • Traveling
  • Pets

Team Members

  • Rachel Roberts Powell
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Phone

(360) 331-4450

Fax

(888) 409-2002

Office Address

1688 Main St Suite 101
Freeland, WA 98249opens in a new window

Mailing address

P O Box 582
Freeland, WA 98249

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