Melanie Maheras, CLU®, ChFC®

As Senior Marketing Manager for Tryline Private Wealth, Melanie focuses on enhancing the client experience for those seeking greater control over their financial lives, with a focus on female professionals and women in periods of transition.

Led by Jeffrey Simon, Managing Partner, CFP® and Michael Tursi, Managing Director & Partner, CFP®, the Tryline Private Wealth team creates customized investment plans that bring clarity to their clients’ portfolios, tax strategies, estate planning strategies and long-term goals, helping clients move forward with confidence.

Melanie has over 25 years’ experience in the financial services industry and holds the FINRA Series 7 and 24 securities registrations.

A graduate of Loyola University Chicago with a Bachelor of Business Administration, she has spent her career helping to communicate the importance of financial education and the value of working with knowledgeable financial advisors.

In her free time, Melanie enjoys traveling, yoga, and spending time with her four adult children.