Pfm melissa

Melissa Willcox


What are three words people use to describe you?

Optimistic, curious, exuberant

When you are not working, what do you care about most?

What’s most important to me is spending time with my boyfriend and our three furry babies, who make my heart whole.

What's your MoneyMind®?


Melissa is responsible for managing internal sales processes and sales metrics for acquisitions and FinLife Partner business teams. Her contributions enable the teams to be more productive and efficient through insights and strategic improvement. Melissa has an extensive background in CRM database management and data analytics.

Melissa studied history and English literature at California State University Channel Islands. She enjoys being out in nature, exploring fun new restaurants and thinks crocs are the greatest shoes ever invented (don’t judge until you have walked a mile or more in their lightweight comfort).