Melynda Rodgers (CFP®, ChSNC®, CLTC, CLU)
Melynda Rodgers focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Annuities
- Business Owners
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Alternative or Private Investments
- Annuities
- Business Owners
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
Planning Specialties
As a CERTIFIED FINANCIAL PLANNER™ professional, her background reflects her passion for helping individuals and families develop a comprehensive path that integrates the many aspects of their financial picture. In addition to her CFP® certification, she holds a Chartered Life Underwriter designation which affords her a deeper level of knowledge to advise on life and disability insurance, as well as business owner succession and continuation planning. She also holds a Chartered Special Needs Consultant designation so she can share her passion and expertise for guiding families with loved ones with Intellectual and Developmental Disabilities (IDD) to plan for the many financial challenges they face.
Additional Information
Melynda Rodgers works with River Capital Advisors as a Senior Wealth Manager. She brings over 25 years of professional experience to serve as a sounding board in helping individuals make informed financial decisions. Philanthropy is one of Melynda’s core values, and she devotes her free time to making an impact on the community. She is a member of The Women’s Giving Alliance, the Estate Plan Council, the Planned Giving Council, and the Professional Women’s Council of the Jacksonville Chamber of Commerce. She holds board positions with local non-profits B.E.A.M. and BASCA. Melynda is the proud mother of three grown children and a special needs grandchild.
NAPFA Start Date
February 28, 2024
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.