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portrait of Melissa Carlisle
FINANCIAL ADVISOR

Melissa Carlisle

CFP®
318 W Fm 544 Suite D2, Murphy, TX 75094opens in a new window
CallSend Me a Message

About Melissa

As a mom to three boys, I'm experienced at organizing messes, creating systems that work for everyone and streamlining processes to be as effective and efficient as possible.

As an Edward Jones financial advisor, I use those same skills to help you reach the goals that are important to you. The process begins by becoming familiar with you and your priorities, so I can tailor systems that work for your everyday life. I also take great care to understand your personal comfort level with investing because I believe it is vital to helping you successfully reach your goals.

Whether you're...

Focus Areas

  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities

Work History

  • Edward JonesMarch 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Dallas Theological SeminaryMaster of Arts

Personal Interests

  • Traveling
  • Football
  • Reading
  • Volunteering
  • Scrapbooking

Team Members

  • Leigh Ann Clatterbaugh
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(972) 422-7364

Fax

(866) 532-8635

Office Address

318 W Fm 544 Suite D2
Murphy, TX 75094opens in a new window

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