Melissa Brown
Chief Operations OfficerFINRA Series 6, 7, 24, Insurance
melissa@kmwealthmanagement.com
Melissa Brown is the Chief Operations Officer at Kelley & Mullis Wealth Management, where she leads the team of financial advisors, covering general operations, compliance, and business systems. Since 2004, Melissa has improved efficiency and growth for the firm and their client’s portfolios. Melissa maintains the flow of operations for their entire staff, ensuring each client receives top-notch customer service.
As the Chief Operations Officer, Melissa also ensures that all financial advisors are compliant in their licensing, as well as the compliance of all business submitted in a manner that is suitable to the client. In the creation, presentation, and implementation of client retirement planning, Melissa directs the complete operational flow of client account processes. Such processes and systems include delivery of client documentation and review of account paperwork.
During her career, Melissa has received many awards touting her leadership, expertise, and community involvement, including:
- Auburn University – Top Tiger 2021 & 2023
- Birmingham Business Journal’s 2018 Women to Watch
- International Stevie Awards for Women in Business, Finalist for Best Executive - Business Services in 2012 & 2013
- Named Birmingham Business Journal’s Top COO for Emerging Businesses in May 2013
Melissa received her Bachelor of Science in Business Administration with a professional option in Finance from Auburn University. She served as an officer on the Board of Directors for Shelby Humane Society for 6 years and continues to volunteer with them and other local animal rescue organizations. Melissa is an avid animal lover; you will always find multiple rescue dogs in her home at any time. When she isn’t busy with work and animals, she enjoys attending live music events and traveling the world.