Melissa Dailey-Newman, AWMA®

Wealth Advisor

Melissa Dailey-Newman, 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 and entrepreneurs 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 the creator and inspiration of CHIConWallStreet, a platform dedicated to empowering women on their personal journey towards financial independence. She has a passion for helping women navigate life events such as career transitions, divorce, and death of a loved one. Melissa is a public speaker and frequent facilitator of client events and investment strategy webinars.

Her career in the financial industry began in 1999 and Melissa has experience providing advice and guidance to both retail and institutional clients on an array of investment strategies including within qualified and non-qualified retirement plans, nonprofit foundations and endowments, 529 college savings plans, and long-term care strategies.

In addition to her work at Clearwater Capital Partners, Melissa is a mentor with the Harper College Corporate Mentorship Program, committee chair for Leawood Chamber of Commerce DEI Committee, current Board Member for the Women in Insurance and Financial Services (WIFS) Kansas City chapter, active member of Women in ETFs (WE) Chicago chapter, Board Member for GUILDit a nonprofit dedicated to art entrepreneurs, and alumni of the Greater Kansas City Chamber of Commerce Centurions Leadership 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 and son Garrett. Her daughter Madeline is a graduate of Johnson and Wales University and currently lives in Denver, CO. Melissa enjoys golfing, playing piano, watching sports and spending time with friends and family.

Melissa has obtained the Accredited Wealth Management Advisor® certification through the College for Financial Planning