Tracy Melton

Daily Money Manager & Professional Consulting
Graham Melton Personal & Business Services
Tracy

Tracy Melton

Daily Money Manager & Professional Consulting
Graham Melton Personal & Business Services
Advocate Location
Bridgewater , VA 22812
Specialty
Insurance & Billing
Other Services
Special Care & Aging
TeleAdvocacy Available
Offers FREE Initial Consultation
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*Greater National Advocates Terms of Use Apply
How I Can Help
Bill Payment | Banking Reconciliation | Financial Record Management | Fiduciary Services | Document Preparation & Review | Notary Services:

With more than 29 years helping individuals and families with their day-to-day finances, I am positioned to BE YOUR CONCIERGE and ease the burden of financial management, vital records, facilitation of family information and information-sharing. Specifics might include (but not be limited to) bill payment, investment, financial, insurance account reviews and support, aggregating statements and reports for ease of review and decision making, recommend/identify and bring on board other specialists that can help you achieve your health, professional, financial, legal and LIFE goals and dreams. I may serve in a fiduciary capacity such as executor or POA (sole or co-); or, I could support one of your appointed fiduciaries (executor, trustee, POA, etc.).
Important Information About Me
  • I offer a FREE Initial Consultation
  • I offer TeleAdvocacy Service
  • I am insured
  • My geographical area of practice is Headquartered in Shenandoah Valley of Virginia, Serving Clients In-Person & Virtually
Why I Became A Professional Health Care Advocate
I want every person to feel comfortable managing their day to day life including financial, legal, administrative, and personal dreams. Clients have said to me, "Tracy, we don't know where we would be without you!" or "We are so thankful to have your expertise in helping us better understand what we have, what we don't have and what we should consider adding to our family's legal and financial game plan."

Clients and friends alike say I bring special skills to my work: Of empathy and sensitivity, and of dedication and competence, a truly independent advisor. My role is much more than simply financial administration of bill payment or organizing paperwork. It is by doing such things that not only do I gain a deep understanding of my clients, their needs and their concerns, but I also become a professional guide, advocate, facilitator and more to help my clients achieve a freedom they never know they need nor maybe even knew existed! With that freedom, my clients also achieve a certain peace of mind in the knowledge they can fully trust me to be serving their best interests and truly be there for them in numerous ways. It's the way I’ve served my clients all my life.
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Formal Education
Mary Baldwin University, MA-Teaching Special Education, 2006
The University of Virginia (UVA), BA English Language & Literature 1989
Certified Mediator Training
Securities Industry Licensure since 1998 (7, 63, 65, Insurance & Annuity - not currently affiliated with any RIA nor Broker-Dealer entity)
Professional Affiliations
Board Member, Episcopal Diocese of Virginia Diocesan Missionary Society
Certified Mediator Training
Securities Industry Licensure Since 1998 (7, 63, 65-not currently affiliated with RIA nor Broker-Dealer)
Insurance & Annuity Licensure Since 2019 (not currently affiliated with Insurance Agency, RIA, nor Broker-Dealer)