Melissa Mueller joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Wealth Advisor at Waverly, Melissa brings 11 years of experience in Investment Management, Tax Planning, Retirement Planning, Estate Review, Generational Wealth Planning, and Charitable & Family Gifting.
She originally joined Buckingham Advisors as an intern in 2004. After her graduation, Melissa accepted a full time Financial Planner position at BA, at which time she earned the CFP® designation, and began working towards the CFA designation. However, in 2012, Melissa left BA for 10 years to pursue her dream to build a small business. She returned in 2022, excited to apply her additional life experience towards helping clients achieve their goals. Melissa finds great fulfillment in working closely with her clients to create and implement a customized plan to help them achieve their unique goals.
In her free time, Melissa enjoys traveling with her husband and mini Aussiedoodle. She also loves trail and ultrarunning, reading, and baking.
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