Melissa Boyer

Employer firm

Forvis Mazars Wealth Advisors, LLC CRD 110905

$12.0B regulatory AUM 113 advisory clients

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

• 07/2016 → 12/2020
  Charles Schwab & Co., Inc.
  Naperville, IL
• 11/2017 → 12/2020
  Charles Schwab Bank
  Naperville, IL
• 01/2021 → 05/2022
  Bkd Wealth Advisors
  Houston, TX
• 06/2022 → 05/2024
  Forvis Wealth Advisors, Llc
  Fort Worth, TX
• 05/2024 → 11/2024
  Hightower Advisors
  Chicago, IL
• 11/2024 → Present
  Forvis Mazars Wealth Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2024-05-28 → 2024-11-07
  Hightower Advisors, Llc
  Brentwood, MO
  Chicago, IL
  St. Louis, MO
• 2024-02-20 → 2024-04-19
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 2021-01-08 → 2024-01-23
  Forvis Mazars Wealth Advisors, Llc
  Springfield, MO
  Houston, TX
  Dallas, TX
  Fort Worth, TX
  Mesa, AZ
  Tulsa, OK
  Enid, OK
  Waco, TX
  Oklahoma City, OK
• 2017-01-23 → 2020-12-24
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Tulsa, OK
  Oklahoma City, OK
  Naperville, IL
  Chicago, IL
  Northbrook, IL
  Chicago, IL
  Naperville, IL

Exams

• S66 Uniform Combined State Law Examination
  2017-01-23

Designations

• Certified Financial Planner

Other Names

• Melissa M Imbery
• Melissa Imbery