Our Founder And the Legacy He Created
The Melges Group of Raymond James - Dave Melges

In 1967, The Melges Group was born out of the vision of our founder, Dave Melges, to create an investment team of experienced professionals committed to offering clients an unparalleled client experience and objective investment advice based on sound wealth management principles.

Coming from traditional money management firms where advice was tied to the selling of products, Dave became convinced that trustworthy advice could only be provided to clients by a team that had complete objectivity without conflicts of interest. He believed this consultative approach would ensure that clients' needs always came first.

Dave envisioned a team that would come to work each day excited about helping people enjoy the confidence of knowing they are on a well-planned path to their financial goals.

He envisioned a group that would be known and respected for its work, a place clients felt comfortable telling their friends about, and where industry professionals would vie for an opportunity to join.

Debbie and Jeri join the firm

The Melges Group of Raymond James - Debbie MelgesThe Melges Group of Raymond James - Jeri Shook

Soon after the group's founding, Dave's wife, Debbie, joined him. Having worked with a probate and estate attorney, she brought a new element to the business. Shortly after, Jeri Shook, head of our client services, came onboard. She was quickly adopted into the family and became one of the core pillars of the group.

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Jon joins the firm

The Melges Group of Raymond James - Jon Melges

In 2002, Dave and Debbie's son, Jon, joined the group. They always intended for Jon to join the family business, but wanted him to find his own job first and independently experience working in the financial services industry.

Jon started his career with the regional accounting firm of Plante Moran. He worked on the audit and tax teams and eventually worked his way up to audit team leader. He specialized in schools, municipalities and publicly traded companies, but focused on individual tax returns during tax season. He gained valuable experience in reading financial statements, learning the business and understanding the tax code.

Today, as our lead portfolio manager and research analyst, his focus is on cash flow management, portfolios, individual equities and closed-end funds.

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Sandra joins the firm

The Melges Group of Raymond James - Sandra Melges

It took a while for Jon to convince his wife, Sandra, to join the group. There can be some apprehension when you initially contemplate working with your spouse. However, it worked so well for his parents that Jon was convinced it would be as successful for him and his wife.

Sandra studied economics at one of the premier universities in Colombia and had been accepted to study at the London School of Economics to earn her master's degree. Since she had family in Michigan, she elected to attend the Haworth College of Business at Western Michigan instead. After college, she was the assistant general manager of an insurance company, primarily responsible for its finance department. Today, Sandra is in charge of our financial planning.

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Brennan joins the firm

The Melges Group of Raymond James - Brennan Bennett

Brennan started out as a client of The Melges Group – in his teenage years. He actually managed his parents' portfolio, in addition to his own money, based on recommendations Jon made. He went on to attend Kellogg Community College on a soccer scholarship, studying finance, continuing his friendship with Jon, and developing a great interest in our industry.

Upon completion of his scholarship, he transferred to the Haworth College of Business, majoring in finance and graduating with honors. After graduation, he immediately joined The Melges Group, continuing to hone his skills under Jon and becoming a valuable asset to the team. Not only is Brennan a quick study, he is astute in his perception of our entire market system. Today, he is one of our portfolio managers and works hand in hand with Jon and Debbie.

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Jodi joins the firm

The Melges Group of Raymond James - Jodi Stewart

Jodi is the newest addition to our group. She serves as our Branch Operations Specialist doing the day to day challenges of completing our client requests. Because of continuity is an important priority of our group, Jodi can serve as a fully capable backup for Jeri. An integral part of Jodi’s duties includes the maintenance of confidentiality and privacy policies. Jodi also started as a client of the Melges Group since College.

Jodi is a graduate from Western Michigan University with a BA in English and a Minor in Sociology. She has several years of experience in customer support, human resources/organizational development and training, and sales administration.

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