Melissa Dailey-Newman, CDFA®, AWMA®

Wealth Advisor

Melissa Dailey-Newman, CDFA®, AWMA® is a wealth advisor at Clearwater Capital Partners and a voting member of the firm’s Investment Policy Committee. Melissa’s focus includes advising successful professionals on wealth accumulation and estate planning, serving widows and near-retirees with their retirement income needs, and helping families continue their legacies by successfully managing their wealth from generation to generation. Melissa is a CDFA® professional advising private clients and attorneys on the unique financial impacts that divorce can have on each spouse as well as the extended family.

Melissa is a dynamic leader within the women and wealth community, currently serving as Board Member of Women in ETFs (WE) Chicago chapter and Board Member of Women in Insurance and Financial Services (WIFS) Kansas City chapter. She is the creator and inspiration of CHIConWallStreet, a platform dedicated to empowering women on their personal journey towards financial independence and helping others navigate life events such as career transitions, divorce, and death of a loved one.

Melissa’s career in the financial industry began in 1999 and spans many areas of expertise including broker-dealer operations management, registered principal and branch supervision, advisor recruitment and practice management. She has experience providing advice and guidance to both retail and institutional clients with an array of investment strategies including, long-term care planning, nonprofit foundations and endowments, 529 college savings plans, and both qualified and non-qualified retirement plans.

Melissa is a public speaker and frequent facilitator of investment strategy webinars and client events. She is also an active mentor with the Harper College Corporate Mentorship Program.

Originally from the Chicagoland area, Melissa attended Emporia State University on a vocal music scholarship and now resides in Leawood, KS, with her husband Brian, son Garrett, and daughter Madeline who is a graduate of Johnson and Wales University in Denver, Colorado. Melissa enjoys golfing, playing piano, watching sports and is a passionate home chef for friends and family.

Melissa has obtained both the Accredited Wealth Management Advisor® certification through the College for Financial Planning and the Certified Divorce Financial Analyst® through the Institute for Divorce Financial Analysts.