Melissa Dailey-Newman is a wealth advisor at Clearwater Capital Partners and the creator and inspiration of CHIConWallStreet.

Melissa started her Wall Street career in 1999 and continues to advise successful professionals, high net worth business owners, and multi-generational families on their wealth management strategies.

Throughout her tenure in the financial industry, Melissa has worked with sophisticated retail and institutional clients providing advice and guidance on an array of financial circumstances including wealth accumulation, estate planning, paying for college, business owner financial planning, and retirement income.

Melissa is a frequent public speaker and facilitator of investment strategy events and webinars.

Melissa is driven by helping her clients achieve a work-optional lifestyle and has a passion for improving the financial literacy of her clients and across the community, especially among women and next generation investors.

Originally from the Chicagoland area, Melissa attended Emporia State University on a vocal music scholarship and now resides in Leawood, KS, with her husband Brian and son Garrett. Her daughter Madeline is a pastry chef in Denver and a graduate of Johnson and Wales University.

“Achieving Financial Independence starts with defining your financial goals and deciding what you want next. Once you commit to take the necessary steps, empower yourself with the knowledge that matters. Enjoy your financial freedom journey and celebrate successes along the way. You deserve it!”

-      Melissa Dailey-Newman, Clearwater Capital Partners