Experience You Can Trust
Processes are important, but relationships are the foundations of success.
Melissa Fleming, CFP®
Melissa Fleming is a wealth advisor helping clients achieve and maintain their financial independence. With over 25 years of experience, she understands a client’s varying financial needs with growing and protecting assets, transferring wealth to the next generation, and saving tax efficiently. She also helps IronBridge clients with charitable giving strategies.
Melissa started her banking career in 1998, working with high net worth clients at JPMorganChase and Wells Fargo Private Bank. She attained her Certified Financial Planner designation in 2006. She co-founded the Fleming & Conway Allstate agency in 2010, and sold her share in 2021. Melissa earned her Bachelor’s degree in Economics from the University of Texas at Austin.
Melissa is the Director of The Cure Starts Now Austin/Round Rock chapter dedicated to curing childhood brain cancer. It was formed in 2017 in honor of their son, Brock, who battled DIPG.
Melissa lives in Round Rock with her husband, James, and their two daughters, Jenna and Blair. Melissa is her daughter’s Girl Scout Troop Leader, Chair Ambassador and Board Member with the Round Rock Chamber, on the chamber’s Leadership Round Rock Planning Committee, and a 2019 Girl Scouts Women of Distinction honoree.