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Melissa Anne Blankenship

Advisor at Raymond James Financial — Vienna, WV

Updated today

Credentials

Series 66

Experience

10 years

Location

Vienna, WV 26105

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,975 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Melissa Blankenship is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and having 10 years of industry experience. Her prior work includes roles at Morgan Stanley and United Brokerage Services, Inc. She is also employed as an associate and client service associate at Peoples Bank and Peoples Investment Services in Vienna, WV. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs including municipal and public finance advisory services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Vienna, WV

1102 Grand Central Avenue

Vienna WV 26105

Advisors at this office

2

Most active in

West Virginia

Work history

10 years of industry experience

Raymond James Financial Services Advisors, Inc.

2023 - Present • 3 years

Vienna, WV

Raymond James Financial Services, Inc.

2023 - Present • 3 years

Vienna, WV

Peoples Bank

2022 - Present • 4 years

Vienna, WV

Peoples Investment Services

2022 - Present • 4 years

Vienna, WV

United Brokerage services, Inc.

2020 - 2022 • 2 years

Parkersburg, WV

Homemaker

2018 - 2020 • 2 years

Silver Springs, MD

Morgan Stanley

2016 - 2017 • 1 year

Columbia, MD

Truist Investment Services, INC.

2008 - 2010 • 2 years

Chesapeake, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Taj R

Series 66

Parkersburg, WV

Rohr Capital Management

Taj Rohr is a financial advisor at Rohr Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Lazari Capital Management, Niagara International Capital, and BB&T Investments. Outside of his advisory work, Mr. Rohr is president of Taj Rohr Ministries Inc., a nonprofit music ministry that promotes gospel music through weekend church performances. Rohr Capital Management offers discretionary, fee-based portfolio management and financial planning services primarily to individual and small business clients. The firm uses a tactical allocation strategy incorporating exchange-listed securities, mutual funds, and occasional individual stocks, and manages accounts on a discretionary basis with a fiduciary approach for retirement accounts.

General retirement planning Cash flow / budgeting
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Ashley B

Series 65

Parkersburg, WV

Rohr Capital Management

Ashley Boggs is a Series 65 licensed advisor with Rohr Capital Management, where she has worked since 2022. She has three years of industry experience and also serves as president of Problem-Solving Math, LLC, providing educational consulting and support services. Additionally, she works as an independent tax return preparer. Rohr Capital Management offers discretionary portfolio management and financial planning services to individual and small business clients. The firm uses a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a fiduciary focus on retirement accounts.

General retirement planning Cash flow / budgeting
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Zachary S

CFP®, Series 65

Vienna, WV

Commonwealth Financial Services

Zachary Seese is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Commonwealth Financial Services, where he has worked since 2022, and previously has experience in educational roles at several institutions including West Virginia University and Parkersburg South High School. Commonwealth Financial Services is an SEC-registered advisory firm that serves individual clients, pension plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, employing a range of investment strategies that include fundamental and technical analysis, tactical rebalancing, and third-party manager solutions.

Retired Founder/Business Owner Executive
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Samuel C

Series 65

Vienna, WV

Commonwealth Financial Services

Samuel Cremeans is an advisor at Commonwealth Financial Services with a Series 65 credential and one year of industry experience. Prior to joining Commonwealth, he worked at United Parcel Service and Northwestern Mutual. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, trusts, estates, corporations, broker/dealer customers, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, utilizing fundamental and technical analysis along with third-party manager options.

Retired Founder/Business Owner Executive
user avatar

C. J

Series 63, Series 65

Vienna, WV

Hazlett, Burt & Watson, Inc.

C. Johnson is a financial advisor at Hazlett, Burt & Watson, Inc. with 45 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 designations. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers both discretionary and non-discretionary account programs across a range of asset classes.

Wealth management Income planning Real estate investing
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Joshua W

Series 65

Vienna, WV

Commonwealth Financial Services

Joshua Wine is a Series 65-licensed financial advisor with Commonwealth Financial Services in Vienna, WV. He has three years of industry experience and also serves as a Tax Manager at Perry & Associates, CPA's, AC, an accounting firm where he has worked for over ten years. Commonwealth Financial Services is an SEC-registered advisory firm that serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers portfolio management, financial planning, retirement plan advisory services, and securities-backed lending solutions, utilizing a range of investment strategies and custodial platforms.

Retired Founder/Business Owner Executive
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