Chevy Chase Trust Welcomes Melanie Simons, CFP®

3/1/23: Melanie Simons, CFP® has joined Chevy Chase Trust as Wealth Advisor & Relationship Manager. She is responsible for advising clients in the areas of investment management, financial and estate planning, and trust administration. Melanie oversees the delivery of services to clients and coordinates with their legal, accounting, and other advisors. She graduated Cum Laude from Elon University with a degree in business administration and earned her Certificate in Financial Planning from Georgetown University.

Read the full Washington Business Journal article here.

Melanie Simons bio »


Important Disclosures