Melissa F. Garcia CFP^®

Melissa joined Heritage in November 2014 as part of the Operations and Trading team. She 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. She graduated from the University of Florida with a Bachelor of Arts in Anthropology and a minor in Business Administration. More recently, Melissa became a Certified Financial Planner™ professional. She spends her leisure time with family, friends, and her dog. Melissa also enjoys rooting for her beloved Gators and traveling.

Certifications