For more than 28 years Tracy Graham Melton has been a trusted, licensed and well-known financial administrator and advisor in Central Virginia. She began her career in financial services in the mid-90’s in Central Virginia in Richmond, where she worked for one of the most respected investment advisory firms at the regional, state and national levels, Salomon & Ludwin. In those early years, she worked with prominent families, successful professionals and business owners. Her activities included account administration and support, compliance, key document preparation and review, coordination of estate planning activities, and more.
All of those specialties are a part of her service offering
at GRAHAM MELTON Personal & Business Services.
In 2018 Ms. Melton returned to the Shenandoah Valley of Virginia, where she grew up and where family still resides. Her company is named for both her mother and father – Graham is her mother’s maiden name as well as Ms. Melton’s middle name. Her parents instilled in her a strong work ethic, love of learning, respect for what could be learned from others and the desire to be a contributing member of her community – locally and more. Ms. Melton’s clients today are not unlike Tracy herself: They live by values of hard work, faith and personal accomplishment. Her services focus on the day-to-day – such as ongoing bill-paying services – as well as “next chapter planning.” The field of Daily Money Management offers clients a variety of services from which to customize their engagement with GRAHAM MELTON.
Clients and friends alike say Tracy brings special skills to her work: Of empathy and sensitivity, and of dedication and competence, a truly independent advisor. “My role,” she says, “is much more than simply financial administration and management. It’s about understanding my clients, their needs and their concerns. I’m there for them – and them only. That’s the way I’ve served my clients all my life.”
Ms. Melton’s clients today are not unlike Tracy herself: They live by values of hard work, faith and personal accomplishment. Her services focus on the day-to-day – such as ongoing bill-paying services – as well as “next chapter planning.” The field of Daily Money Management offers clients a variety of services from which to customize their engagement with GRAHAM MELTON.