Melissa
Bouchillon

Sound View Wealth Advisors Group, LLC

CRD#4764014
Investment Advisor
in Savannah, GA

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About this Advisor

Melissa Bouchillon is a certified financial planner who works out of Savannah, Georgia with 4 years of industry experience. Bouchillon is currently employed by Sound View Wealth Advisors Group, LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Sound View Wealth Advisors, LLC and Sound View Wealth Advisors Group, LLC. Bouchillon holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia. Sound View Wealth Advisors Group, LLC is a financial advisory company operating out of Savannah, GA. The firm has a total of 15 employees. It administers $1 billion in total assets across its 2,381 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises three charities and foundations. Of its 2,381 client accounts, 41% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial advisory fees largely depend on the type of financial services. Fee types billed by Sound View Wealth Advisors Group, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1 Skidaway Village Walk Suite 201
Savannah, GA 31411

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Sound View Wealth Advisors Group, LLC Brokerage Details

Total Assets Under Management

$1,378,420,892

GA Average: $3,570,121,308
Total Number of Employees

15

GA Average: 58
Total Number of Accounts

2,381

GA Average: 1,608
Average Account Size

$578,925

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Melissa Bouchillon Work History

Melissa has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Sound View Wealth Advisors Group, LLC

2018 - 2019 (1 year)

Sound View Wealth Advisors, LLC

2012 - 2018 (6 years)

Bank Of America, N.A

2004 - 2018 (14 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Melissa Bouchillon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sound View Wealth Advisors Group, LLC

Leah Martens
Savannah, GA
Edward Ambrose
Savannah, GA
Mark Silvers
Savannah, GA
Melissa Bouchillon
Savannah, GA
Molly Sisson
Statesboro, GA
Oscar Ham
Savannah, GA
Kelly Bouchillon
Savannah, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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