Melissa E. Churchwell

Melissa E. Churchwell

Melissa E. Churchwell
CFP®, CIMA® Financial Advisor, RJFS Senior Vice President, Pinnacle Asset Management


100 Corridor Road
Suite 101
Ponte Vedra, FL 32082
Phone: 904.892.5084
Fax: 615.583.3018
Email

Melissa Churchwell is valued member of The Horizon Group based in Ponte Vedra Beach, FL.  She is a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC, and senior vice president with Pinnacle Asset Management. She had achieved and maintains the CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst(SM) designations.

Churchwell has nearly 20 years of experience helping individuals and families navigate their financial journeys. She specializes in multi-generational financial planning and charitable gifting strategies, guiding clients in aligning their wealth with their values to build lasting legacies. With a degree in Mathematics and a concentration in Actuarial Science from the University of Louisville, she brings strong analytical skills and a strategic mindset to every client relationship.

Outside of her professional role, Churchwell enjoys traveling, spending time with her family, and staying active in the local community. She serves on the board of the St. Johns County Industrial Development Authority and is a tennis member at the Palencia Club. Churchwell and her husband, Chad, live in St Augustine with their two daughters, Macey and Ellie.

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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal.  Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers. 

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