Melissa Mendoza

Melissa Mendoza

Senior Wealth Planner

About Melissa

Melissa Mendoza is a senior wealth planner and advises high-net-worth families, business owners, and corporate executives on issues such as estate planning, risk management, tax efficiency, and asset allocation. Previously, Melissa was a mutual fund data analyst at Morningstar and a research analyst with Summit Wealth Management in Chicago. She is a member of the Financial Planning Association and the Chicago Estate Planning Council.

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

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Year William Blair was founded

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Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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Offices worldwide

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Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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