Melinda Margolis

Melinda Margolis is a Senior Financial Advisor and Certified Financial Planner at Margolis Financial Management, proudly serving clients since 1990. Her years of experience in the industry and dedication to her clients have earned her numerous accolades, including being named to Forbes' "Best-in-State Wealth Advisors*" list for 2021, 2022, and 2023, as well as Forbes' "America's Top Women Wealth Advisors**" list for 2020 and 2021.

Melinda earned her bachelor's degree from Colorado State University. Her desire to help people led her to pursue a career in financial planning, where she could have a meaningful impact on her clients' lives. Melinda’s approach is grounded in her deep understanding of her clients' values, experiences, and financial goals. By taking a holistic view of their lives, her goal is to serve as a trusted partner in their financial decision-making.

At her core, Melinda strives to help her clients pursue their financial goals through customized investment strategies and comprehensive financial planning. Her clients often remark, “Melinda knows me,” demonstrating a level of trust that is a true testament to her unwavering commitment to her clients.

Outside of work, she enjoys spending time with her family and friends. Melinda is a sustaining member of the Junior League of Las Vegas and a past President of the Rotary Club of Green Valley. She is also a supporter of PBS Channel 10, Valley View Golf Club, and the Crohn’s & Colitis Foundation.

Melinda’s go-to piece of financial advice is to cultivate a partnership with a trusted financial advisor. Melinda is a professional who makes it her mission to understand unique financial situations and goals. Clients achieve financial organization, optimization, and confidence with Melinda as their trusted financial advisor.

*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

**The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.