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portrait of Melissa Mantzouranis
FINANCIAL ADVISOR

Melissa Mantzouranis

526 Washington Street Ste 2, Ashland, OR 97520opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Melissa

Throughout my life and different careers, I've had the privilege of collaborating with people on a deeply personal level. I believe in fostering strong, lasting partnerships that go beyond traditional financial advising. It's not just about numbers; it's about understanding your unique aspirations, challenges and dreams.

As a prior business owner and contractor, I recognize the dynamic nature of entrepreneurship. Navigating the complex intersection of personal and business finances requires a nuanced approach. Through careful analysis and strategic planning, I work hand in hand with clients, their accountants and legal professionals to optimize their financial structure, minimize tax liabilities and...

Focus Areas

  • New Investors
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities
  • Intergenerational Planning

Work History

  • Edward JonesJuly 2023 to Current
  • PA Cunningham & AssociatesMarch 2019 to July 2023

Education

  • Southern Oregon UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Reading
  • Traveling
  • Real Estate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(541) 488-1411

Fax

(877) 486-4157

Office Address

526 Washington Street Ste 2
Ashland, OR 97520opens in a new window

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