Melissa Dailey-Newman Joins Clearwater Capital Partners
Melissa brings over twenty years of experience helping investors achieve financial independence. Prior to joining CCP, she held roles at American Century Investments, Ascensus College Savings, and Lincoln Financial Advisors. Melissa is passionate about helping business owners and multi-generational families continue their legacies by successfully managing their wealth from generation to generation.
Originally from the Chicagoland area, Melissa currently resides in Leawood, KS, where she is actively involved in many community organizations including T.A.R.A. (The Animal Rescue Alliance), Junior Achievement, and the Greater Kansas City Chamber of Commerce.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides comprehensive wealth management services to successful individuals and families through their Private Client Practice. The firm's Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.
Clearwater Capital Partners