Melinda Almeida is the first and last person our clients see when they visit our office. Her role is instrumental in assuring our clients have a positive experience and receive the highest level of concierge service throughout their visit.
Melinda brings more than 30 years of experience in human resources, customer service, and marketing to RCH Wealth Management. She specializes in client services, marketing, and event coordination.
At RCH Wealth Management, it is imperative to us that we understand our client’s individualized needs and that each client feels appreciated. Melinda has taken this objective to heart and has designed a process for capturing important information and preferences to help us achieve our goal of exceeding client expectations. This includes everything from important profile information to special events such as birthdays and anniversaries to whether you have dietary allergies we need to avoid. Melinda strives to make each client feel welcome and comfortable during their visit.
When not caring for our clients, Melinda loves cooking, wine tasting, fly fishing, and entertaining her family and friends. She also enjoys pursuing her many interests such as photography, gardening, backpacking, horseback riding, music, theater, and watching movies.
Melinda has earned the following professional designation and training certificates: LPL Financial Admin U Specialists, LPL Financial Admin U Associates Degree, and the LPL Financial Admin U Bachelor’s Degree.