Melissa Morgan Document Processing Specialist

704-630-0899

Melissa serves as Document Processing Specialist. She is the backbone of anything concerning paperwork at Bostian Retirement Planning, LLC. Melissa is extremely efficient at streamlining all paperwork and serves as the liaison between Bostian Retirement Planning clients and companies. She holds her life insurance license and is also a notary public.

Melissa originally came to Bostian Retirement Planning as the daughter of clients and then became a client herself. She attended Rowan Cabarrus Community College and lives in Salisbury with her husband, Jason, and daughter, Brooke. Melissa enjoys spending her time outside of Bostian Retirement Planning at her beach house with her family.

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