Melissa Giles, CFP®
Executive Director / Portfolio & Platform Management
Melissa is currently the Executive Director of Portfolio & Platform Management for Americana Partners. Melissa was most recently a PWM Analyst in Morgan Stanley’s Private Wealth Division and joined Morgan Stanley in 2011. She was a Business Service Manager for the Central Texas Complex servicing Austin and the surrounding offices. Prior to working with Morgan Stanley, she worked for several years with Northwestern Mutual. Melissa currently serves on the Addepar Client Advisory Board and the Dynasty Technology Advisory Board. She graduated Magna Cum Laude from the University of Missouri Columbia with a B.S. in Business Administration and currently holds a Certified Financial Planner™ Designation.
