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Melissa Allen

Client Service Specialist

Melissa began her career in financial services in 2017 with Cobblestone Asset Management as a Client Services Associate and has a strong background in operations management. She received her bachelor's degree in Finance from Liberty University. As a Client Service Specialist, she serves as the first point of contact to answer general questions and is dedicated to assisting her team and clients in all aspects of client servicing including scheduling and helping to prepare for meetings, making general account updates, and handling money movement request. Outside of the office, Melissa enjoys spending time with her husband (Sean) and son (Parker), as well as enjoying some of Virginia's lakes and exercising.

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