Melanie Jones, CDFA®

Melanie is a Managing Director at Evoke Advisors, where she advises families and individuals, preferring a value-based approach over more traditional approaches. She believes in presenting data in a clear and customized way, to help clients stay on course and manage emotional aspects that can hinder investment decisions. Before helping launch Evoke in 2019, Melanie was part of the former Luminous Capital team as an Associate at First Republic Bank. Prior to joining that team, she completed Bank of America’s Leadership Development Training Program in San Francisco.

Melanie holds a B.A. from the University of California, Santa Barbara, and an MBA from the UCLA Anderson School of Business. She is a Certified Divorce Financial Analyst® (CDFA). She currently lives in Santa Monica.