Meet Melissa Anderson, Senior Vice President and Investment Advisor at 1900 Wealth.
Melissa oversees 1900 Wealth’s Austin office, leads the firm’s Family Office Consulting Services, and provides personalized wealth advisory to clients. Her role bridges high-level strategic planning with hands-on client support, allowing her to deliver thoughtful, long-term solutions tailored to the unique needs of individuals and multi-generational families.
How long have you been in the financial industry?
I’ve worked in the financial services industry for over 25 years.
What drew you to the industry and, more specifically, your role within the industry?
I’ve always been interested in the fast pace of the global marketplace, the innovation within financial products, and the exceptional talent this industry attracts.
What skills do you bring to your position and to servicing your clients?
My background is rooted in accounting—I’m a licensed CPA and hold the Chartered Alternative Investment Analyst (CAIA) designation. I’ve spent most of my career in the alternative investment space, including leadership roles within family offices and SEC-registered investment advisors. This experience allows me to navigate complex financial needs and deliver customized solutions.
What differentiates 1900 Wealth from your competitors?
Our firm places a strong emphasis on understanding each client and their family. We take the time to identify both short-term needs and long-term goals across generations. Our team provides tailored service and education, ensuring clients are informed and supported at every stage.
What current market trends are you seeing?
There’s a growing demand for family office services. While clients want simplicity, that becomes increasingly difficult as families and portfolios grow. The industry often sets a high threshold for creating a dedicated single-family office, but many families still need more comprehensive support than traditional estate planning or tax services provide.
What do you enjoy most about working at 1900 Wealth?
The team. Everyone goes above and beyond—not just for our clients, but for each other. That culture of dedication and collaboration is what makes working here so rewarding.
What are some of your favorite local spots or activities in or around Austin?
I love spending time with friends listening to live music at venues like the Moody Center and ACL Live. I’m also passionate about giving back through community involvement with organizations such as Helping Hand Home, Southwestern University, and the Catholic Diocese of Austin.
