Team Qualifications

 

Harry Calivas, CFP®, CIMA®

Senior Vice President – Investment Officer

Harry Calivas has an extensive and diversified business background with more than 35 years of business experience.  He holds the designations of Certified Financial Planner™, Certified Investment Management Analyst™ and Accredited Domestic Partnership Advisor. He also holds the Series 7, 63, 65 securities registrations as well as Life, Health and Disability insurance licenses. In addition, Harry completed paralegal training and the Accredited Estate Planner® curriculum.  Although, Harry assists in the estate planning process for his clients he does not provide legal or tax advice.  Harry strongly believes that education is paramount to providing the best services and advice to clients; for this reason he continues to enroll and plan for additional education (such as a doctorate in Finance.) 

Harry earned his bachelor's degree (BA) in Economics and Political Science from Drew University in Madison, NJ and his master's degree (MBA) in Business Administration from Dowling College in Oakdale, NY.  In addition, Harry attended Adelphi University in Garden City, New York where he received training to earn the CFP® designation and  Wharton School at the University of Pennsylvania where he received training to earn the CIMA® designation.

Harry's former affiliations include employment with both large and small publicly and privately held corporations where his responsibilities have included accountability for profit and loss, oversight of multi-million dollar projects/contracts/product lines, managing financial matters and playing an integral part in maintaining client relationships through customer satisfaction achievement. 

 Harry joined Prudential Securities (a predecessor firm of Wells Fargo Advisors) in July 2001.

Harry is a member of the Certified Financial Planner Board of Standards, Inc., the Financial Planning Association, the Central Arizona Estate Planning Council (an affiliate to the National Association of Estate Planner & Councils) the National Contracts Management Association, and Investment Management Consultant's Association.

Harry's extensive qualifications, strong work ethic, and background assist him to provide the skills, experience, and knowledge that guide his clients with the best and appropriate wealth strategies. 

Harry's commitment is to consistently achieve complete client satisfaction by servicing each of their needs through his attention to detail using a comprehensive and holistic approach.

Melanie Jovanovic

Financial Consultant

Melanie has worked in the financial service industry for over 18 years.  She joined Wells Fargo Advisors in 2008 as a Senior Registered Client Associate, and was awarded a Service Distinguished Award in 2012. The Distinguished Service Award is designed to recognize outstanding branch support team members who embody our practices' mission and the firm's core values. Prior to joining the firm, Melanie worked for UBS as a Branch Administrator and at Investec as a Registered Client Associate.  She holds a FINRA Series 7, 63 and 66 registration as well as her Insurance License.  Melanie has always strived to provide the highest level of professional service and has a passion for building relationships based on mutual trust, respect and integrity. 

 

David Calivas and Lorraine Anderson

Operations Clerks

Both David and Lorraine's combined service to our team represents over fifteen years of experience in providing research and reporting support.  Their invaluable efforts assist our team to deliver excellent advice to our client.