01/29/2024

Wealth Advisor Melissa Dailey-Newman, AWMA® Takes on Leadership Roles on Two Local Boards for Women in Finance

HOFFMAN ESTATES –Melissa Dailey-Newman, AWMA®, a seasoned wealth advisor at Clearwater Capital Partners, has accepted leadership roles on the local boards of two financial industry organizations. Women in Insurance and Financial Services (WIFS) was founded in 1936 with the commitment to attract, develop, and advance women in an underrepresented profession. Women in ETFs (WE) has over 8200 members globally with a mission to connect, support, and inspire the ETF (Exchange Traded Funds) Community.

Leveraging over two decades of financial industry expertise and leadership, Melissa specializes in guiding entrepreneurs, successful women professionals, and families in generational wealth management and estate planning.

Melissa is the driving force behind CHIConWallStreet, a platform dedicated to empowering women on their journey to financial independence. Her passion for supporting women through life transitions, such as career changes, divorce, and loss of loved one, is evident in her role as a public speaker and frequent facilitator of investment strategy webinars.

In addition to her commitment at Clearwater Capital Partners, Melissa is actively engaged in community initiatives, serving as a mentor in the Harper College Corporate Mentorship Program and contributing as committee chair for the Leawood Chamber of Commerce DEI Committee.

Melissa’s recent appointments to the boards of WIFS Kansas City Chapter and Women in ETFs Chicago Chapter underscore her dedication to fostering diversity and empowering women in the finance and insurance sectors.

About Clearwater Capital Partners

Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA).  The firm provides Multi Family Office and comprehensive wealth management services to successful individuals and families through their Private Client Practice.  The firm’s Corporate Solutions Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans. https://www.ccpwealth.com/