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Skye Mejia

Advisor at Creative Investment Group

Updated today

Location

Nashville, TN 37215

Credentials

Series 66

Industry experience

8 years

About

Skye Mejia is a financial advisor at Creative Investment Group with eight years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial LLC, Bank of America, and Merrill Lynch. Outside of her advisory role, Mejia is an investor in a quick service restaurant business in Nashville. Creative Investment Group is a SEC-registered advisory firm serving individual clients, including high-net-worth households, as well as institutional clients such as family offices, trusts, and endowments. The firm offers portfolio management and financial planning services, employing a long-term investment approach with flexibility for tactical adjustments across a broad range of asset classes.

Client services

Based on Creative Investment Group

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Creative Investment Group

Private / alternative investments Real estate investing College savings (529s, UTMA, etc.) Cash flow / budgeting

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Fee options

Fixed

Fixed fees for financial planning services up to $100,000 depending on complexity

Percentage

$0+: Up to 1.50% annually for investment management services $0+: Up to 1.00% annually for retirement plan clients

Commissions

Insurance commissions earned by advisory persons licensed as insurance professionals, separate from advisory fees

Other

Minimum fee: $150 annual account administration fee, may be waived at discretion Fee-only: Fixed fees up to $100,000 for financial planning, charged as lump sum or quarterly installments

Location

30 Burton Hills, Suite 550

Nashville, TN 37215

Most active in

Tennessee

Work history

Creative Investment Group

2025 - Present (1 year)

LPL Financial

2020 - Present (6 years)

Bank of America, N.A.

2018 - 2020 (2 years)

Merrill

2017 - 2020 (3 years)

Merrill

2016 - 2017 (1 year)

Mississippi College

2013 - 2017 (4 years)

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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William A

Series 66

Nashville, TN

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Active portfolio management
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Franklin, TN

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Series 66

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CFP®, Series 66

Nashville, TN

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Annuities
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CFA®

Franklin, TN

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Tax-loss harvesting General tax planning Wealth management
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Series 66

Franklin, TN

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Winston Justice is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at AllianceBernstein L.P. and SageSpring Wealth Partners LLC. Outside of finance, he is the owner and founder of Elixr Coffee Roasters, a chain of coffee shops based in Brentwood, TN. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across multiple risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors.

Wealth management Private / alternative investments Tax-loss harvesting Retirement income strategy Founder/Business Owner Executive Established Professionals
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