Melissa McConnell

Melissa McConnell

Client Relationship Specialist
Life Motto: “If you’re going to do something, do it right.”

Melissa joins TriCapital after working in the financial services industry in Charlotte since 1997.  She is originally from the Finger Lakes area in New York and moved to Charlotte in 1995.  A graduate of LeMoyne College in Syracuse, NY, she holds her Finra 7 registration as well as her life and health licenses. She has been involved with all aspects of the financial planning process and is committed to ensuring both new and existing clients’ expectations and needs are effectively met, from the onboarding process to assisting with ongoing changes. She enjoys developing solid client relationships and strong communication to ensure client satisfaction.

Melissa lives in Waxhaw NC with her husband Kevin. They have a teenage son, and a daughter who is attending the University of North Carolina at Charlotte. Melissa enjoys running, baking, reading, and spending time with her family and 5-year-old Yorkie Poo, Charlee.

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Advisory Services are offered through TriCapital Wealth Management, Inc Securities offered through Triad Advisors member FINRA / SIPC. TriCapital Wealth Management, Inc. is not affiliated with Triad Advisors. We are licensed to sell Insurance Products in the following states: North Carolina, and South Carolina. We are registered to sell Securities in the following states: Delaware, District of Columbia, Florida, Georgia, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.

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