portrait of Melissa Gauna

About Melissa

I help oversee the financial wellbeing of families, business owners and professionals in central Texas and other areas of the country. My priority is to understand what is important to you and build personalized strategies that will help achieve your goals. Whether your goal is planning for your ideal retirement, generating a lasting income while enjoying your current retirement or ensuring your family is secure when you are gone, I am here to help you. But we are not alone. Many people and advanced technology support our office so we can help ensure you receive the most current and thorough...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities

Work History

  • Edward JonesDecember 2019 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Motorcycles
  • Pets
  • Scuba Diving
  • Vintage Cars
  • Camping

Team Members

  • Vicki Wolf
    Sr. Branch Office Administrator

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Office Information

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