About Melissa George Bailey

As an experienced financial services veteran, Melissa is the personification of Making Lives Grow...credentialed, creative and caring. Clients, regardless of the size of their portfolio or assets, don't feel intimidated or overwhelmed; they feel enlightened and engaged! Her firm's approach is a methodical discipline to build, protect, spend, and distribute assets in a way that the client's life grows. Here is a short 10-minute video in her own words.

 

 

EDUCATION: 

  • Georgia State University, BBA, 1994
  • Institute of Business & Finance, CFS, 1999
  • Terry College of Business, CFP Course, 2012

EXPERIENCE:

  • Melissa L George & Associates, LLC, 2006-present
  • National Financial Services Group, 2004-2006
  • Madison Financial Group/MetLife, 2003-2004
  • Porraro & Associates/Allmerica Financial, 1997-2003

LICENSES: as of September 2017

  • State Registered Investment Advisory Firm, CRD: 2900237
  • Investment Adviser Representative, CRD: 144815
  • Series 6, 7, 65, Variable Licensed
  • Georgia Principal Agency Resident #185263, Life, Accident, Sickness
  • Georgia Resident Agent #514447, Life, Accident, Sickness
  • South Carolina Non-Resident License #323797 Life, Accident & Health
  • Tennessee Non-Resident License #2260037 Life, Accident & Health
  • Texas Non-Resident License #1778688 Life, Accident, Health

CERTIFICATIONS:

  • M/FBE; Fulton County (GA) Office of Contract Compliance, 2017
  • DBE; Georgia United Certification Program [MARTA], 2016
  • MBE/WBE; North Central Texas Regional Certification Agency, 2016
  • SBE/FBE/AABE; City of Atlanta (GA) Office of Contract Compliance, 2015
  • CFS [Certified Fund Specialist]; The Institute of Business and Finance, 1999
  • Pending: Hubzone, Dekalb County, Clayton County, APS

AFFILIATIONS: