Melissa F. Garcia CFP^®

Melissa joined Heritage in November 2014 as part of the Operations and Trading team. Melissa has been instrumental in improving efficiencies in the trading and operations area, and supports the Heritage portfolio management group.  Melissa was formerly with Target Corporation working as an Executive Team Leader in Sales. Melissa holds an undergraduate degree in Anthropology from the University of Florida with a minor in Business Administration. Melissa spends her leisure time with family, and rooting for her beloved Gators.

Certifications