Executive Highlight
Melynda Rodgers
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Wealth Advisor, Waverly Advisors
- Industry: Banking / Finance
Business Founded: 1999
Phone: (904) 289-1723
Email: [email protected]
Address:
5210 Belfort Rd, Suite 135
Jacksonville, Florida 32256
How long have you been in your industry?since 1996
Why did you choose your industry?I didn't - I needed a job and landed in this industry
Who are your typical clients?fiscally responsible individuals
What do you like best about being in this industry?Flexibility
What are common problems you see?unqualified persons providing advice
What advice/tips do you have for clients?Not all professionals are created equal; do your due diligence. Work with someone on a team - not a sole practitioner.
When is your busy season?don't have one
What keeps you up at night?losing a client; telling someone the wrong thing
How do you market yourself to grow/expand your business?Networking, community involvement, seminars
How involved are you in the community?BEAM Board member - development committeeWomen's Giving Alliance - Finance and Grants committees; ambassador, connectorLLS team fundraiserPlanned Giving CouncilWorld Affairs CouncilEstate Plan Councilformer board member of BASCAChamber of Commerce Professional Women's Council
What is your favorite not for profit or charity?Women's Giving Alliance of NE Florida
What advice would you give to someone thinking of getting into this business?you'd better like wearing a lot of hats at the same time and be prepared to not be able to turn work off; also be prepared to be constantly staying on top of things going on around you and to never stop learning and advancing
What do you enjoy doing in your free time?I don't know
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