Asheville, NC financial planning and advisory for individuals and small businesses
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Our Mission

We are committed to helping you pursue financial independence, a secure retirement and a lasting legacy.

ABOUT MELISSA KLEDIS

Melissa Kledis is a registered investment advisor with 9+ years of experience. She spent four of those years with a Fortune 500 Financial Services company before moving independent and forming Peridot Financial in 2015.

Melissa earned her undergraduate and graduate degrees from the University of Tennessee. She is also an active member of the community and has served as the President of the Junior League of Asheville and is a graduate of Leadership Asheville 36.

Melissa Kledis, Financial Advisor
Years of Experience, Exams and State Licenses

MELISSA'S CREDENTIALS

Check the background of your financial professional on FINRA's BrokerCheck.

 

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, NC, TN.

 

Contact Peridot Financial

Due to COVID19 restrictions and for the health and safety of our clients and community, Melissa is available by video, phone or email.  For those clients who want a face to face meeting, we can meet outside or inside with social distancing in place and masks.

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If we can be of any help, please contact us by email or phone.

 

Tel: (828) 242-0479

melissa.kledis@lpl.com

Mon - Fri: 8am - 5pm