Melissa
Barton-Briggs
Windsor Advisory Group, LLC
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About this Advisor
Melissa Barton-Briggs is a financial advisor based in Columbus, Ohio, working with Windsor Advisory Group, LLC. Melissa has previously held positions at Usa Benefits Group, The Ohio State University, and Windsor Advisory Group. Melissa has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Melissa is part of Windsor Advisory Group, LLC, which operates out of Columbus, Ohio. The firm has 19 employees and manages assets totaling $2.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Windsor Advisory Group, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Windsor Advisory Group, LLC Brokerage Details
$1,981,102,320
19
1,428
$1,387,327
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Melissa Barton-Briggs Work History
Windsor Advisory Group
The Ohio State University
Usa Benefits Group
Disclosures
Please visit the SEC profile of Melissa Barton-Briggs 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 Windsor Advisory Group, LLC
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
The content in this profile was updated by SmartAsset on 6/19/2024. 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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