Archer Wealth Management
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I have the knowledge, training, and resources to help my clients succeed financially. My goal is to provide superior client service. I believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Margie Archer

Margie Archer

  • ADPA
  • CRPS
  • Director
  • PIM Portfolio Manager
Margie Archer

Margie Archer

  • ADPA
  • CRPS
  • Director
  • PIM Portfolio Manager

Contact

  • Send a Message
  • 678.510.7593
Melissa Tan

Melissa Tan

    • Senior Relationship Manager
    Melissa Tan

    Melissa Tan

      • Senior Relationship Manager
      Background and Experience

      Melissa Tan is a Senior Relationship Manager at Archer Wealth Management. With her comprehensive qualifications, including being fully registered with her Series 66, Series 7, and SIE securities registrations, Melissa is well-equipped to provide exceptional guidance and support to our valued clients.

      Before joining Archer Wealth Management, she served as a Registered Associate at Morgan Stanley, where she cultivated new and existing client relationships by processing client requests and assisted with investment planning.

      Melissa's professional journey began with a strong foundation in Market Research and Accounting, which she gained before venturing into the financial services industry. This diverse background has honed her skills and enriched her ability to understand and address the unique requirements of our clients.


      Away from the Office

      Originally from Kuala Lumpur, Malaysia, Melissa has called Atlanta her home for more than 20 years. She obtained her bachelor’s degree in Finance from the University of Miami and is currently pursuing her MBA at Georgia State University, furthering her knowledge and expertise in the field.

      Outside of her professional pursuits, Melissa loves to travel, spend time with her beloved fur baby, Nala, and explore new restaurants.

      Contact

      • Send a Message
      • 404-848-0947
      • 3414 Peachtree Rd NE
        Suite 1100
        Atlanta, GA 30326
      • 678.510.7593
        Send a Message
      • Home
      • About Us
        • Our Firm
        • Why Invest With Us
      • Resources
        • Articles
        • Calculators
        • Glossary
        • Newsletters
        • Tax Library
        • Videos
      • Contact Us
      • Client Login

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