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Melanie P
CFP®, Series 66
Denver, CO
Savvy
Melanie Palmer is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savvy. Her prior roles include positions at Key Private Bank, US Bank Private Wealth Management, and Goldman Sachs Wealth Services. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, utilizing technology platforms and specialized sub-adviser strategies to customize client solutions.
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