Melody Gerhardt

A team approach

Our people collaborate to deliver highly personalized service to you.

Jeffrey T. Boyer
Jeffrey T. Boyer
CFP®
Partner and Wealth Advisor
Eric Furey
Eric Furey
CFP®, CFA
Wealth Advisor
Paula Santin
Paula Santin
RP®
Client Service Administrator
Alicia Wall
Alicia Wall
Analyst

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Melody began as an assistant to the Client Service Administrator team and was subsequently promoted to Client Service Administrator with responsibility for supporting team members and handling operational issues for clients. She acts a liaison for the custodians and handles establishing new accounts for clients, account maintenance, and executing account transfers. Melody graduated cum laude from Virginia Tech with a BS in Psychology.

Melody loves anything dachshund-related and in her spare time always tries to squeeze in a CrossFit workout.

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