MELISSA GANNON,

CDFA®, CFP®

Manager Financial Planning

About Melissa

Melissa Gannon joined the firm in October 2016 as a Financial Planner. In 2021, she became a Principal of the firm and the Manager Financial Planning.

Melissa earned a Bachelor of Science in Business Administration from the University of Dayton in 1988 and a Master in Business Administration (concentration in Finance) from Florida Atlantic University in 1998. She passed her Series 65 Uniform Investment Adviser Law exam in April 2013 and earned her Certified Divorce Financial Analyst designation in April 2016. She then earned her CERTIFIED FINANCIAL PLANNER™ designation in November 2019.

For more than 21 years, Melissa was the vice president of Weiss Ratings where she led the firm’s quantitative financial analyses of the nation’s insurance companies, banks and credit unions as well as the risk-adjusted performance of stocks, mutual funds and ETFs. She opened an independent fee-only financial planning firm in 2015 before ultimately joining Castle Wealth Management.

Melissa is a member of the Wellington Chamber of Commerce, the National Association of Divorce Professionals, the Financial Planning Association, and an Advisory Board Member of Palm Beach’s Foundation for Women’s Economic Literacy.

Melissa is an Ohio native who relocated to South Florida in 1988. She has been married for 32 years and has three children. She enjoys social activities centered around her family.

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