Advisor Services Manager
Since 2013, Melanie Moorer has been at C2P eagerly using her knowledge and expertise to provide top-notch service to financial professionals. With over 45 years in the financial services industry as a private banker and advisor with several major banks, she joined C2P to support advisors and their staff.
As our Advisor Services Manager, she works directly with advisors to implement and leverage C2P processes, training and development programs, and resources. Melanie also manages the MentorCONNECT portal to help advisors capitalize on our offerings and grow their businesses.
While Melanie lives in Aiken, South Carolina, she serves C2P advisors across the country. In her free time, she enjoys traveling, watching college football, and spending time with family, including her husband and five grandchildren.