Melissa Brown

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:

  • 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, as well as her Associate’s Degree in Vocal Performance from Wallace State Community College. She currently serves as the Secretary on the Board of Directors for Shelby Humane Society. Melissa 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 rescue organizations. Melissa is an avid animal lover and 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.

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2008 Stonegate Trail, Ste. 112
Vestavia Hills, AL 35242

Phone: (205) 733-8006

Fax: (205) 733-8870

Toll Free: (844) 715-6418

Email: info@kmwealthmanagement.com

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Compliance Standards

Registered Representatives offer securities through Securities America, Inc.
Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc.
Kelley & Mullis Wealth Management and the Securities America companies are separate entities.
Securities America and its representatives do not provide tax or legal advice.

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