09/19/2024
2024 Women to Watch Excellence Awardee Melissa Dailey-Newman
Hoffman Estates, IL – Clearwater Capital Partners is proud to announce that Melissa Dailey-Newman, CDFA®, AWMA® has been named a 2024 Women to Watch Excellence Awardee by InvestmentNews, recognized in the “Financial Literacy Champion” category. This award honors women in the wealth and financial industry who have made a lasting impact through leadership, innovation, and dedication to their clients and communities.
Melissa will be recognized alongside other trailblazing women at the 5th Annual Women to Watch Awards on November 6, 2024, in New York City. The ceremony, which celebrates honorees across several categories, will be hosted by Kerry Barrett, an Emmy-winning anchor and public speaking expert.
Jeff DeHaan, Managing Partner of Private Wealth at Clearwater Capital Partners, shared, “We are thrilled to see Melissa being honored on this national stage. Her passion for financial education and empowering others truly sets her apart in the industry. We couldn’t be prouder of her well-deserved recognition.”
Melissa’s commitment to financial independence and literacy is exemplified through her CHIConWallStreet platform, launched in 2022, which empowers women to achieve financial independence. Her monthly e-newsletter, “Make 2022 Matter”, and her Friday morning webcast, Coffee and Confidence, provide practical financial guidance on topics such as savings goals, salary negotiations, and financial planning for family caregivers. In 2023, she introduced the 24in24 Challenge, guiding her growing https://chiconwallstreet.com community through 24 steps to improve their financial well-being throughout 2024.
As a wealth advisor, Melissa’s focus is serving high-net-worth individuals and families, many of whom are navigating pivotal life events such as nearing retirement, divorce, or the death of a loved one. Her commitment to empowering others with financial knowledge complements her ability to guide clients through these transitions, creating personalized strategies that not only provide security but also help them make informed decisions with confidence.
Melissa is also a regular contributor to Clearwater Capital Partners’ Thought Leadership, with published articles such as “The Financial Impacts of Motherhood,” “Setting Adult Children Up for Financial Success,” and “The Importance of a Year-End Financial Checklist.” We look forward to celebrating Melissa’s continued success at the Women to Watch Awards in November.
Click here to read the full biography for Melissa Dailey-Newman’s Bio.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, Independent Registered Investment Advisor (RIA). The firm provides Multi-Family offices and comprehensive wealth management services to successful individuals and families. The firm’s Retirement Plan Solutions group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA-governed retirement plans.
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