Morgan Stanley
47yrs
Top advisor by experience in Scranton
20yrs
Melissa Simrell
Financial advisor at Wells Fargo Advisors
Based in Scranton, Pennsylvania, Melissa Simrell is a fiduciary financial advisor with 20 years of industry experience. Melissa joined Wells Fargo Advisors in 2024, after 13 years at Merrill. Melissa holds the CFP® designation.
One of 75 advisors with offices in Scranton, and one of 73 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
Office201 Lackawanna Ave Suite 103, Scranton, PA 18503
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2019 – 2024Wells Fargo Clearing Services, LLCPreviously
- 2006 – 2019MerrillPreviously
Contact Melissa
Local office(570) 346-7979Ask for Melissa. (314) 875-3000Main office · St. Louis, MO 201 Lackawanna Ave Suite 103Scranton, PA 18503Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Melissa
Tailored to Melissa’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Melissa
How do I contact Melissa?
Call Melissa’s local office at (570) 346-7979 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Melissa Simrell.
How long has Melissa been a financial advisor?
Melissa has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
What licenses does Melissa hold?
Series 66. Tap any license on this page to see what it allows.
Is Melissa a fiduciary?
Melissa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Melissa paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Melissa for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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