GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Melanie McDonald
Meet Melanie McDonald, CFP, CEPA:
As a Certified Financial Planner (CFP®), Melanie brings invaluable perspective to help clients accomplish what is most important to them. Melanie started in the financial services industry in 2007 and after spending...
ABOUT MELANIE
Meet Melanie McDonald, CFP, CEPA:
As a Certified Financial Planner (CFP®), Melanie brings invaluable perspective to help clients accomplish what is most important to them. Melanie started in the financial services industry in 2007 and after spending 12 years at a large wealth management firm before co-founding Pursuit Wealth Management in 2019.
Melanie earned her bachelor's in business administration from the University of Miami. She’s a licensed Certified Exit Planning Specialist and holds a life health and variable annuities insurance license.
Melanie makes her home in Palm Beach Gardens with her husband Matt and children Ell and Greyson. In her free time, she enjoys the outdoors, traveling and spending time with family and friends.