Melinda CloobeckMelinda Cloobeck, CFP,® AIF®Wealth AdvisorWealth Advisor
LinkedInAbout Melinda
Melinda DeChiazza Cloobeck is a Wealth Advisor at J.P Morgan Wealth Management.
She serves the sophisticated advisory needs of a wide variety of clients, ranging from business executives and high net worth individuals who have an appreciation for supporting the arts, to retirement plan sponsors and their plan participants, offering financial strategies that provide value across the entirety of their assets.
Melinda's background as a professional ballet dancer, complemented by her Ivy League education and 18 years as a Wealth Advisor gives her a unique perspective, approach, and network within the financial services field.
As a CFP® professional, she enjoys working with individual clients using a holistic approach to create and implement a financial plan, which can be used as a roadmap over the years, whether their goals include charitable giving, estate planning or planning for their own retirement.
As an Accredited Investment Fiduciary® (AIF®), Melinda is also passionate about working with both not-for-profit and for-profit plan sponsors as a fiduciary for their retirement plans, as well as working with the plan participants to make sure they are educated and knowledgeable.
Recruited by Morgan Stanley Smith Barney immediately out of college, Melinda became a Financial Advisor and developed an impressive skill set. Building upon the strength of her intense work ethic, she has focused diligently for the past 18 years on the complex financial requirements that often accompany substantial wealth. In 2018, she joined J.P. Morgan for the opportunity to pair her wealth management capabilities with the scope of an intimate, boutique office and the scale of America's largest bank.
Melinda took an unusual path to a career in holistic wealth management. Starting at a young age, she spent eight years as a professional ballet dancer, performing with the Tulsa Ballet, Boston Ballet and Twyla Tharp. After retiring from the arts, Melinda attended Yale University, where she earned a B.A. in Economics.
Melinda's natural proclivity for making connections is instrumental in her ongoing support for dance and the performing arts. Outside of work, she continues to support and stay connected to the arts. Presently, Melinda serves on the Board of Directors for Parsons Dance, Inc., and The Ballet School of Stamford, and continues to stay directly involved with these and many other performing arts organizations. To help these organizations succeed and thrive financially, Melinda makes it a priority to work to leverage the resources available at J.P. Morgan to support the arts through matching opportunities and event sponsorships.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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