Melissa Michelle Willenborg

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 12/2019 → Present
  Raymond James Financial Services, Inc.
  Effingham, IL
• 01/2018 → 12/2019
  Firefly Farm Llc
  Effingham, IL
• 01/2015 → 09/2019
  Self Employed
  Effingham, IL
• 02/2017 → 12/2017
  Cherry Hill Enterprises
  Effingham, IL
• 04/2013 → 12/2016
  Self Employed Contractor For Samuel Music Company
  Effingham, IL
• 03/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Effingham, IL

Other Businesses

(1)Name of Business: Erskine Stone & James Address: 300 E Washington Ave, Effingham, IL, 62401, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/29/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FA 8V2G Partner (2)Name of Business: N/A - Self Address: 15050 Copper Ridge Ct, Effingham, IL, 62401, United States Activity Type: Accounting/CPA Position/Title: Independent Contractor Investment Related: No Start Date: 12/08/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide accounting consulting services to individuals and businesses.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-11
• S65 Uniform Investment Adviser Law Examination
  1999-11-20

Other Names

• Melissa Michelle Worman