Melissa Crews

Registered Client Associate
Melissa Crews | Breece Private Wealth Management | TSG Wealth Management

Melissa Crews is a Senior Registered Client Associate working with Justin Breece at Breece Private Wealth Management of TSG Wealth Management. She has over 16 years of industry experience, and is responsible for day to day administrative and operational needs, assisting clients with market and stock research and preparing performance reports and other data for clients that involves evaluating account performance. Melissa passionately delivers white glove client service and engages in clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to build a comprehensive portfolio with the financial advisor.

 

First starting her career as an intern in 2006, she moved her way up to investment services where she held various roles, including client service and administration. She holds her Series 7, Series 66 and Insurance Licenses.

 

Melissa lives in Phoenix with her husband, Jason, 4 year old son, Gunnar, and 2 year old son, Deacon, where she enjoys hiking, camping and spending time with family.

You may not know this about Melissa Crews…

 

Melissa was born in Michigan and moved to Arizona in 2005 where she achieved her Bachelor Degree in Business at Arizona State University.