
Meet Melonie
Melonie has a passion for helping individual clients with their tax and estate planning needs and also helps to lead the High Point Client Accounting Services group. A graduate of Appalachian State University, she began her career with Smith Leonard as an intern during college and returned to the team in 2019 after a brief hiatus.
Originally from Hickory, NC, Melonie moved to High Point in 2012. Away from the office, Melonie enjoys reading and spending time with her family, especially her husband Michael and son Nova.
Highlights
- Experience serving privately-held companies and high net worth individuals and families
- Industries served – family limited partnerships, real estate, manufacturing, distribution, construction
- Specialties include – individual, estate, trust, private foundation, and gift tax compliance and planning; tax compliance and planning for privately-held flow-through entities; wealth transfer and business succession planning; client accounting services
- NC CPA License #39701