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Melissa Churampi

Advisor at Merrill — Lagrange, GA

Updated today

Credentials

Series 66

Experience

1 year

Location

Lagrange, GA 30240

Merrill logo

Merrill

Institution

Total advisors

25,448

Across 3,107 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Melissa Churampi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2022 and Bank of America, N.A. since 2025. Prior to her financial services roles, she held positions at Olive Garden and Truett's Chick-fil-A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

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Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Lagrange, GA

200 Main St

Lagrange GA 30240

Advisors at this office

1

Most active in

Georgia · Texas

Work history

1 year of industry experience

Bank of America, N.A.

2025 - Present • 1 year

Forest Park, GA

Merrill

2022 - Present • 4 years

Forest Park, GA

Olive Garden

2020 - 2022 • 2 years

Newnan, GA

University of West Georgia

2019 - 2023 • 4 years

Carrollton, GA

Truett's Chick-fil-A

2017 - 2020 • 3 years

Newnan, GA

East Coweta High School

2015 - 2019 • 4 years

Sharpsburg, GA

Unemployed

2014 - 2017 • 3 years

Newnan, GA

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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Tyler B

CFP®

Lagrange, GA

Baker Wealth Group LLC

Tyler Baker is a CFP® professional with eight years of industry experience. He is the founder and sole advisor at Baker Wealth Group LLC, an independent firm based in Lagrange, GA. Prior to establishing his own firm in 2022, he worked at Mariner Wealth Advisors and Willis Johnson & Associates. Baker Wealth Group LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients. The firm focuses on tailored portfolios using asset allocation, technical analysis, and trading strategies, and offers select clients access to third-party tax return preparation.

Annuities General estate planning guidance
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Natalie P

CFP®, Series 66, Series 65, Series 63

LaGrange, GA

Kestra Private Wealth Services, LLC

Natalie Phillips is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2024, following a 17-year tenure at Edward Jones. Outside of her advisory work, she owns and manages JLCCJ Properties, a real estate business. Kestra Private Wealth Services, LLC serves a diverse client base including individual investors, retirement plans, and institutional entities, offering a range of advisory and investment management solutions across multiple platforms.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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Daniel P

Series 63, Series 66

Lagrange, GA

The Fiduciary Alliance

Daniel Phillips is a financial advisor at The Fiduciary Alliance with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Madison Park Capital Advisors, LLC and Charles Schwab & Co., Inc. Outside of his advisory role, he is a cofounder and 10% owner of Bloxx, LLC, an electronic privacy protection company. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a multi-division approach with a network of representatives operating under their own business names and uses a variety of analytical methods, including fundamental and technical analysis, to guide investment decisions.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Kyle C

CFP®, Series 66

Lagrange, GA

The Fiduciary Alliance

Kyle Crawford is a CFP® with 24 years of industry experience, currently practicing at The Fiduciary Alliance since 2024. His prior work includes roles at Bison Wealth, LLC and SA Stone Wealth Management, Inc., spanning over a decade. He also serves as a member of the Planning and Zoning Board for the City of Lagrange, GA, a position he has held since 2009. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other advisers. The firm employs a variety of analytical approaches and discretionary portfolio management, with notable involvement in ERISA 3(21) nondiscretionary services and collaboration with third-party managers.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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Michael C

Series 65

Lagrange, GA

The Fiduciary Alliance

Michael Childress is a financial advisor at The Fiduciary Alliance in Lagrange, GA, holding a Series 65 designation with one year of industry experience. Before joining The Fiduciary Alliance, he worked at Senior Select Insurance and has a background in education spanning nine years. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers, utilizing a mix of fundamental, technical, and cyclical analysis alongside discretionary portfolio management and third-party resources.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Patrick F

Series 66

Lagrange, GA

Truist Advisory Services

Patrick Flora is a financial advisor with Truist Advisory Services, holding a Series 66 credential and over 20 years of industry experience. His career includes roles at Truist Bank, Truist Investment Services, and earlier positions in retail and hospitality. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and third-party platform arrangements.

Founder/Business Owner Executive
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