2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Melanie McDonald
Meet Melanie McDonald, CFP, CEPA:
As a Certified Financial Planner (CFP®), Melanie brings invaluable perspective to help clients accomplish what is most important to them. Melanie started in the financial services industry in 2007 and after spending...
ABOUT MELANIE
Meet Melanie McDonald, CFP, CEPA:
As a Certified Financial Planner (CFP®), Melanie brings invaluable perspective to help clients accomplish what is most important to them. Melanie started in the financial services industry in 2007 and after spending 12 years at a large wealth management firm before co-founding Pursuit Wealth Management in 2019.
Melanie earned her bachelor's in business administration from the University of Miami. She’s a licensed Certified Exit Planning Specialist and holds a life health and variable annuities insurance license.
Melanie makes her home in Palm Beach Gardens with her husband Matt and children Ell and Greyson. In her free time, she enjoys the outdoors, traveling and spending time with family and friends.