Melanie L. Nichols, CFA, CFP®

Melanie L. Nichols, CFA, CFP®

Melanie Nichols joined Warren Averett Asset Management in 2011 and serves as Member and Senior Client Consultant.

Her responsibilities include directing the management of investment portfolios for retirement plans and nonprofit organizations. Melanie brings more than 30 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 €œbond-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
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