Holly MeltonRelationship Manager

biography

Holly Melton, Relationship Manager, has over 20 years of experience in the financial industry. Holly received her Bachelor of Science degree in Finance from Missouri State University. She currently holds a Series 65 license as well as her Missouri Life and Health Insurance License. Holly is a graduate of the American Banking Association Trust School.

While serving as an Officer and Assistant Vice President in banking, Holly managed the Merchant and Personal Credit Card Department for a Florida bank. Upon returning to her hometown of Springfield, she was hired as Trust Administrator and Portfolio Manager, then promoted to Assistant Vice President of the Private Client Group for a local bank. After her first child was born, she and her late husband opened their own financial planning practice, Planvest Capital Management. Holly was Vice President of Operations and Business Development for the firm, until the practice closed in 2008. She continued to further her education in the investment industry by attaining her Series 65 license in 2012.

Holly is also a certified TRX instructor, has taught business classes for Ozarks Technical College Middle College, served on the Middle College Advisory Board, and is often seen volunteering at her daughter’s schools.

Holly lives in Springfield with her two teenage daughters.

contact info

Have a question for Holly?  Contact her directly!

Schedule an Appointment

Have specific questions that need detailed answers? Schedule an appointment with us to discuss!





Start typing and press Enter to search