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Melissa A. Allen

Melissa A. Allen

Client Services Associate

Melissa is often the first voice you’ll hear when you call our office. You’ll notice she is friendly and eager to help with any requests. She stays engaged with our industry partners to ensure smooth operations across the range of account platforms that we use. She also stays current on regulatory requirements so that client requests are met in a timely manner. She tracks all ongoing account activity such as ACH movements, account titling updates, and beneficiary updates.

Before joining our firm, Melissa worked in the financial industry at C&F Bank and Suntrust. She is completing her BS in Business Administration and Finance at Liberty University. When she’s not in the office or studying towards her degree, she enjoys spending time with her husband Sean and their pets. She exercises on a regular basis and likes to spend time on some of Virginia’s lakes when she gets the chance.