Melissa Mendoza

Melissa Mendoza

Wealth Planner, CFP®
+1 312 364 8814
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Melissa Mendoza is a wealth planner in William Blair’s Investment Counseling group where she advises high-net-worth families, business owners, and corporate executives on issues such as estate planning, risk management, tax efficiency, and asset allocation.

Prior to William Blair, Melissa worked at Morningstar as a mutual fund data analyst. Prior to that, Melissa worked with Summit Wealth Management in Chicago as a research analyst.

Melissa is a member of the Financial Planning Association and the Chicago Estate Planning Council.

Melissa received her B.S. from DePaul University.

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