Melissa Dailey-Newman - Email & Phone Number

Private Wealth Advisor at Clearwater Capital Partners

Melissa Dailey-Newman is based out of Kansas City Metropolitan Area and works at Clearwater Capital Partners as Private Wealth Advisor.

Melissa Dailey-Newman's Contact Information

Latest update

January 23, 2024

Location

Kansas City Metropolitan Area

Melissa's current employer

Clearwater Capital Partners

Description

Clearwater Capital Partners is an independent wealth management firm serving the needs of both individual and institutional clients; lo...

Website

ccpwealth.com

HQ Location

Hoffman Estates, IL, United States

Number of employees

11-50

Industry

Investment Management

Latest update

May 1, 2024

Read about Clearwater Capital Partners

Frequent questions about Melissa Dailey-Newman

What company is Melissa Dailey-Newman working for?

Melissa Dailey-Newman works for Clearwater Capital Partners.

What is Melissa Dailey-Newman's function at Clearwater Capital Partners?

Melissa Dailey-Newman is Private Wealth Advisor at Clearwater Capital Partners.

Where is Melissa Dailey-Newman based?

Melissa Dailey-Newman is based out of Kansas City Metropolitan Area.

Who are Melissa Dailey-Newman's co-workers?

Melissa Dailey-Newman's colleagues are Kevin Carani, Katie Berganske-Frank, Jacob Bosacki, Len Borhart, Jeff DeHaan, Joshua Beachler, Julie Selof, Rocky Byrd, Kevin Nolte, John Sleeting, Liza Alexanian, Greg Davis, Tyler Beachler, James Chapman.

Melissa's co-workers

Kevin Carani

Director of Institutional Advisory Services

Katie Berganske-Frank

Director of Brand Management and Business Development

Jacob Bosacki

Head of Corporate Programs

Retirement Plan Consultant

Rocky Byrd

Senior Portfolio Management Analyst

Kevin Nolte

Manager, Advanced Planning

John Sleeting

Executive Partner

Liza Alexanian

Administrative Assistant

Greg Davis

Partner - Senior Wealth Advisor

Tyler Beachler

Partner, Deputy Chief Investment Strategist

James Chapman

Wealth Advisor

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