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Melissa C

Series 63, Series 65

Alexandria, VA

Lasting Legacy Wealth Management, LLC

Melissa Carriles Biggham is an advisor at Lasting Legacy Wealth Management, LLC in Alexandria, VA, with eight years of industry experience. She holds Series 63 and Series 65 credentials and has held positions at Bay Financial Planning and Tax Services and Cambridge Investment Research, among others. She is also an independent insurance agent and provides retirement benefit education through the Federal Employees Retirement and Benefits Institute. Lasting Legacy Wealth Management serves individual and high-net-worth clients, offering investment management and financial planning services that include fixed-scope plans, hourly consulting, and subscription-based retirement planning tailored to federal employees. The firm employs third-party investment advisers and model portfolios, combining fundamental and technical analysis with regular portfolio reviews and rebalancing.

Roth conversion strategy Medicare planning Income planning Retirement income strategy Cash flow / budgeting Government Employee
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