Member Spotlights
Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
Meet Your Peers in the Investment & Wealth Institute
Melody McDonald, CIMA®, MBA
Managing Director
Allianz Global Investors
What inspired you to join the Investments & Wealth Institute initially?
The training programs, the speakers, and the conferences.
How has the Institute shaped your career over the years?
The Institute has kept me up to date on industry trends that I apply in my client relationships.
Can you share one of your favorite memories from an Institute event or program?
I especially liked the classes taught by Professor Jeffrey Jaffee of The Wharton School.
What are your hopes for the Institute in the future?
To continue with the Institute for the next 25 years at least. The training it provides is so important—it keeps those of us in the field current and can improve the level of understanding for the population as a whole.
What is the best vacation you've taken?
Hiking in Borneo with my husband and a two-week trip to Jackson Hole, Wyoming.
What do you like to do for fun?
I enjoy practicing the piano and reading industry periodicals, articles, and finance/investing books.
What is something not many people know about you?
My first job was picking weeds out of bean fields on the farm in Illinois. I started at age 6. That is when I first started wearing hats. I am also a redhead.
Past Spotlights
Did You Know?
Your Membership Just Got an Upgrade
IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.
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