D: 205.769.3308 | F: 205.979.6313
2500 Acton Road | Birmingham, AL 35243
Melanie Nichols,joined Warren Averett Asset Management in 2011 and serves as Chief Investment Officer, Member and Chair of the Investment Committee. Her responsibilities include directing the management of investment portfolios for retirement plans and not-for-profit organizations. Melanie brings more than 25 years of investment management and comprehensive financial planning experience to her clients. Melanie grew up in North Alabama, and now lives in Birmingham with her husband and two children.

Education

Bachelor of Arts Birmingham-Southern College, Birmingham, AL

Masters of Business University of Alabama, Tuscaloosa, AL

Certified Financial Planner College for Financial Planning Denver, CO

Chartered Financial Analysts Institute of Chartered Financial Analyst Charlottesville, VA

Professional Affiliations

  • Chartered Financial Analyst Society of Alabama
  • Financial Planning Association of North Alabama

Community Involvement

  • Oasis Counseling Center for Women and Children, Advisory Board
  • Samford University, Economics, Finance, Quantitative Analysis Advisory Board
  • Birmingham-Southern College Alumni Advisory Board Member
  • Boy Scouts of America, Troop 538 Life to Eagle Coordinator, Shelby District Friends of Scouting Chair Person

Ask Me About

  • Ways institutions can protect their capital in volatile markets
  • Why a spending policy matters to your institution
  • Improvements you can make to your investment policy statement
  • How to create “bond-like” returns in a challenging interest rate environment
  • Why multi-generational families need to talk more about money
  • How to teach your children and grandchildren to manage charitable giving
  • How to design an efficient corporate retirement plan
  • Majoring in music & religion, and how I ended up in the financial services industry
  • My family's trip to China in 2011 and how it changed our perspective of the world