Estate and Wealth Planning Strategist
Melissa Wheaton: Melissa is an Estate and Wealth Planning Strategist based in our Florida office. She works closely with families to uncover estate planning opportunities that enhance the family's overall wealth return.
In 2020, she founded a tax and estate planning firm helping clients establish tax savings estate plans and advising entrepreneurs in business law matters. Prior to starting her firm, she worked as a Senior Director of Labor Relations at US Sugar. She also served as a Director of Labor Relations – Arbitration & Strategy at CSX Transportation for a combined 14 years. She has been licensed to practice law in the state of Florida since 2003.
She received her Bachelor of Arts from the University of Florida and Juris Doctor with Honors from the University of Florida College of Law. She also earned a Master of Science in Management from Troy University and a Master of Laws in Taxation from Boston University School of Law.
Melissa is a 5th generation Florida native from Jacksonville who currently resides in Delray Beach. She loves food and enjoys cooking different types of cuisines, baking, and dining out in South Florida with her son in tow. She's also committed to staying physically fit by hiking, weight training, and roller skating.