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About
Melanie E. Wells, CFP®, is a Managing Associate at Henssler Financial (G.W. Henssler & Associates, Ltd.) in Atlanta, GA. In this capacity, she manages client accounts on a day-to-day basis and provides strategic investment recommendations in alignment with the firm's rigorous investment criteria. Her role also includes initiating new business, overseeing broad planning matters, managing staff, and leading teams.
Ms. Wells' expertise includes financial planning, portfolio management, and client-specific cash flow forecasting, with a strong emphasis on comprehensive wealth management services for individuals and families. She has contributed to the firm's proprietary investment strategies, such as the "Ten Year Rule," and regularly communicated financial insights as part of Henssler's "Money Talks" radio show. Her work covers traditional equity and fixed income asset classes as well as holistic financial planning.
Since joining Henssler Financial in 2011, Ms. Wells has held roles across tax, operations, and planning, advancing to Senior Associate in 2020 and then Managing Associate in 2023. She holds a Bachelor of Science in Family Consumer Sciences and Family Financial Planning from the University of Georgia, is a CERTIFIED FINANCIAL PLANNER™ certificant, and is actively involved in financial education community outreach programs.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Henssler Financial | Senior Associate | Aug 2020 to Present | — |
| Henssler Financial | Associate | Nov 2015 to Jul 2020 | — |
| Henssler Financial | Financial Planner | Sep 2014 to Oct 2015 | — |
| Henssler Financial | Assistant | Jan 2011 to Aug 2014 | — |
Education
University of Georgia
Bachelor of Science
2005 — 2010
Others at GW Henssler & Associates LTD (7)
| Name | Role | Location |
|---|---|---|
| Principal | Kennesaw, GA , United States | |
| Associate | Kennesaw, GA , United States | |
P Peter Lynch | Associate | Kennesaw, GA , United States |
| Jr. Research Analyst | Atlanta, GA , United States | |
| Associate | Smyrna, GA , United States | |
| Associate | Kennesaw, GA , United States | |
N Nicholas Wilson | Equity Research Analyst | Phoenix, AZ , United States |
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