Skip to Main Content
Melissa Wilcox, Financial Advisor

FINANCIAL ADVISOR
Melissa S Wilcox

CEPA®
206 S 3rd Ave, Walla Walla, WA 99362opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings
  • Divorce Finances

About Melissa

You've worked hard your entire life, and you're looking forward to a great retirement. Do you have enough saved? Are you going to run out of money? Should you change your investment strategy as you transition out of the workforce?

My passion is bringing clarity and peace of mind to my clients. Developing a retirement strategy that fits your lifestyle, so that you can focus on what is most important to you, is why I love what I do.

With that in mind, my first meetings are complimentary and purely conversational. No business will be conducted to ensure neither one of us...

Work History

  • Edward JonesFebruary 2023 to Current
  • Academy MortgageMarch 2022 to January 2023

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Western Governors UniversityBachelor of Science

Personal Interests

  • Reading
  • Real Estate
  • Traveling

Team Members

  • Liz Crane
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 01:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(509) 524-8277

Fax

(844) 852-6929

Office Address

206 S 3rd Ave
Walla Walla, WA 99362opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More