Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.


Melissa has since earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) from The American College.

Chartered Life Underwriter®
Melissa Powell received his CLU in 2010 from The American College.

The CLU® designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Representatives such as Melissa Powell, as well as field managers and others involved in providing life insurance products to the public, the CLU designation is the common bond for continuing growth and commitment to professionalism.

Chartered Financial Consultant®
Melissa Powell received her ChFC in 2010 from The American College.

The ChFC® program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.


Associations and Memberships

Melissa is a member of Leadership Tampa, class of 2006.

Melissa is a member of Women in Insurance and Financial Services.

Melissa has been a member of NAIFA since 1992.

Involved with CFMA, Construction and Financial Management Association.

Involved with the CEO Council.


Awards and Recognition


Million Dollar Round Table Qualifying Member 2003-2008, 2010, 2012

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Association of Insurance and Financial Advisors Quality Award 2011-2012

Award recognizing commitment to excellence in service to clients and industry


National Quality Award 2000-2010

Award recognizing persistency and performance

Melissa L Powell

Melissa L Powell, CLU®, ChFC®

Wealth Management Advisor


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