Edward Jones - Financial Advisor: Melissa Carlisle, CFP®

Services Offered

• retirement planning
• education savings
• investment management
• tax-efficient investing

About

Melissa Carlisle is a Certified Financial Planner (CFP®) and financial advisor based in Murphy, Texas. She provides personalized financial planning and investment guidance to her clients, focusing on retirement preparation, education savings, and tax-efficient investing. As part of Edward Jones, Melissa emphasizes the importance of face-to-face conversations to understand her clients' unique financial goals. Her practice is dedicated to helping individuals and families achieve long-term financial success.

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