July 11, 2025

Managing Partner Discusses Client-Centric Wealth Management on Investment Masterminds

In a recent Advisor Spotlight on @Investment Masterminds, Managing Partner Melissa Bouchillon, CFP®, shared her unique journey from psychology and education to financial planning. She explained how this background helps her simplify complex financial matters for clients. She highlighted the firm’s evolution from a large wirehouse to an independent, fiduciary-focused advisory, allowing for greater flexibility and truly personalized service. Melissa stressed the importance of building lasting relationships by understanding clients’ goals and fears, serving multiple generations within families and blending technology with a human touch to support clients through all of life’s changes.

Watch the full interview here>

Disclosure: Investing involves the risk of loss, including risk of loss of principal invested, that clients must be prepared to bear. The information contained in this presentation is provided for general informational purposes only, and should not be construed as containing investment advice or as legal, tax or accounting advice. The description of the investment and due diligence processes contained in this presentation is provided for illustrative purposes only. Sound View does not assert that all steps described in this document are followed in all instances. Sound View or its supervised persons could potentially be compensated if clients use the credit, cash management or insurance services described in this presentation. For additional information, please refer to Sound View’s ADV Part 2A brochure. © Copyright 2025. Sound View Wealth Advisors. All rights reserved.