Melanie Simons, CFP®
Wealth Advisor & Relationship Manager


Tel: 240.497.5003


Melanie is responsible for advising clients in the areas of investment management, financial and estate planning, and trust administration. She oversees the delivery of services to clients and coordinates with their legal, accounting, and other advisors.

Prior to joining Chevy Chase Trust, Melanie held various advisory and leadership roles in TIAA-CREF, Morgan Stanley Smith Barney, Merrill Lynch, and most recently co-founded and led an independent financial planning firm in Fairfax, Virginia. She has over 18 years of experience in wealth management, and is a Certified Financial Planner®.

Originally from Maryland, Melanie graduated Cum Laude from Elon University with a degree in business administration and earned her Certificate in Financial Planning from Georgetown University. She is an active member of the Capital Speakers Club and provides pro-bono career coaching services through the Britepaths Financial Empowerment Program.

Important Disclosures