Melissa A. Graf, CFA, CFP
Senior Investment Advisor
Wilmington Trust Wealth Advisory Services
Expertise: Wealth management
Email: mgraf@wilmingtontrust.com
Office: 310-300-3057
Cell: 310-270-6829
Melissa A. Graf, CFA, CFP, has specialized in private wealth management for 13 years, first as a private banker with US Trust Company, then as a portfolio manager at Northern Trust and currently as an investment advisor with Wilmington Trust. Ms. Graf currently manages $250 million in globally diversified assets. In addition to the CFA designation Melissa is a Certified Financial Planner. She has an MBA from the UCLA Anderson School of Management and earned a BS in Entrepreneurship from the University of Southern California.
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