Melissa Dailey-Newman

Private Wealth Advisor at Clearwater Capital Partners - Hoffman Estates, IL, US

Melissa Dailey-Newman's Colleagues at Clearwater Capital Partners

Kevin Nolte

Manager, Financial Planning

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Kevin Carani

Director of Institutional Advisory Services

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Liza Alexanian

Administrative Assistant

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John Sleeting

Executive Partner

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Melissa Dailey-Newman's Contact Details

Email (Verified)
***@ccpwealth.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
N/A

Location
Kansas City,Missouri,United States

Company
Clearwater Capital Partners

Melissa Dailey-Newman's Company Details

Clearwater Capital Partners

Hoffman Estates, IL, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Clearwater Capital Partners is a locally owned, privately held, independent wealth management firm. We are a Registered Investment Adviser regulated by the Securities Exchange Commission. Our firm provides comprehensive wealth management services to individuals, non-profit organizations, endowments, qualified plans, and successful businesses. Our services help simplify the increasing demands and complexities related to making sound financial decisions. As an independent advisory firm, we embrace the fiduciary responsibilities we have for our clients and are free to deliver solutions that we believe best reflect their unique needs. Our mission is to help our clients achieve clarity in a complex world. DISCLOSURE: Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor. Clearwater Capital Partners is an Investment Advisory firm located and registered in IL.

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Details about Clearwater Capital Partners

Frequently Asked Questions about Melissa Dailey-Newman

Melissa Dailey-Newman currently works for Clearwater Capital Partners.

Melissa Dailey-Newman's role at Clearwater Capital Partners is Private Wealth Advisor.

Melissa Dailey-Newman's email address is ***@ccpwealth.com. To view Melissa Dailey-Newman's full email address, please signup to ConnectPlex.

Melissa Dailey-Newman works in the Investment Management industry.

Melissa Dailey-Newman's colleagues at Clearwater Capital Partners are Kevin Nolte, Jeff Dehaan, Kevin Carani, Liza Alexanian, Len Borhart, Joshua Beachler, John Sleeting and others.

Melissa Dailey-Newman's phone number is N/A