Melissa K Bouchillon

Employer firm

Sound View Wealth Advisors Group, LLC CRD 300927

$2.28B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → 03/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Savannah, GA
• 03/2012 → 03/2018
  Bank Of America, N.A.
  Savannah, GA
• 03/2018 → 03/2019
  Sound View Wealth Advisors, Llc
  Savannah, GA
• 04/2019 → Present
  Sound View Wealth Advisors Group, Llc
  Savannah, GA

Previous Registrations

• 2019-01-11 → 2019-04-03
  Sound View Wealth Advisors, Llc
  Savannah, GA
• 2018-03-28 → 2018-12-31
  Sound View Wealth Advisors, Llc
  Savannah, GA
• 2005-01-10 → 2018-04-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Savannah, GA
  Savannah, GA
  Savannah, GA
  Savannah, GA

Other Businesses

For profit or not for profit: Non-Profit Organization Name of outside business organization: Landings Military Relief Fund Investment related: N Address of business: Savannah, Georgia 31411 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 10/10/2016 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: The entity is a Relief Fund that was created to help Military Families in need. I will be responsible for sitting on the board and help determine need as requests are made, asssist with fundraising and develop policy. FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SAVANNAH MUSIC FESTIVAL INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAVANNAH, GEORGIA 31401 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 12/15/2016 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I WILL BE PART OF THE DEVELOPMENT COMMITEE FOR THE SAVANNAH MUSIC FESTIVAL AND HELP THEM WITH PROGRAM DEVELOPMENT AND FUND RAISING.

Exams

• S66 Uniform Combined State Law Examination
  2004-05-07

Designations

• Certified Financial Planner

Other Names

• Melissa Booker
• Melissa Katherine Morales Booker
• Melissa Katherine Morales Morales Booker
• Melissa K Bouchillon
• Melissa Katherine Morales Morales Booker