Melissa Willenborg, Financial Advisor

Melissa Willenborg, Financial Advisor I’d love to help you with personal budgeting, investment and retirement planning. I began my career as a Certified Public Accountant at Ernst & Young in St.

After spending the last 20 years in public and corporate accounting, I’ve embarked on a new career as a Financial Advisor with Raymond James Financial Services, Inc. After spending the last 20 years in public and corporate accounting, I’ve joined Raymond James Financial Services, Inc as a Financial Advisor. Louis and, prior to joining Raymond James, I was Chief Financial Officer at Firefly Grill i

n Effingham, Illinois. My new position allows me to utilize my accounting background to assist you in creating a personal budget and developing long-term goals, I’ll help you identify opportunities for investment and retirement planning, and find financial security for today and the future. I’d love to help you with your personal goals.

A health savings account offers unique tax advantages that can make it a powerful addition to your retirement strategy. ...
04/30/2026

A health savings account offers unique tax advantages that can make it a powerful addition to your retirement strategy. Discover how thoughtful planning can help you maximize its long-term potential:

raymondjames.com

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift a...
03/06/2026

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

raymondjames.com

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your ...
03/05/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

raymondjames.com

Wondering what financial records to retain, for how long, and what you can pitch? Here is a good guideline.
12/22/2025

Wondering what financial records to retain, for how long, and what you can pitch? Here is a good guideline.

hartfordfunds.com

Whether you're approaching Medicare eligibility for the first time or looking to update your coverage, these steps can h...
11/13/2025

Whether you're approaching Medicare eligibility for the first time or looking to update your coverage, these steps can help you navigate your options and make informed decisions.

raymondjames.com

Many retirees assume Medicare covers everything, but that's not the case. Dispel common Medicare myths and make sure you...
10/23/2025

Many retirees assume Medicare covers everything, but that's not the case. Dispel common Medicare myths and make sure you have the right coverage for your situation.

raymondjames.com

Navigating Medicare's annual enrollment period can be daunting, but it's a crucial time to reassess your healthcare need...
10/16/2025

Navigating Medicare's annual enrollment period can be daunting, but it's a crucial time to reassess your healthcare needs and ensure you're getting the best coverage. From October 15 to December 7, take the opportunity to compare plans, review changes, and make informed decisions that align with your health and financial goals.

raymondjames.com

Things to consider for tax planning in the last quarter of the year.
10/06/2025

Things to consider for tax planning in the last quarter of the year.

thinkadvisor.com

After putting the care and consideration into preparing your estate documents, it's important to make those files findab...
10/01/2025

After putting the care and consideration into preparing your estate documents, it's important to make those files findable for your heirs when the time comes. Here are some tips for coordinating this hand-off.

raymondjames.com

09/10/2025

raymondjames.com

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and poten...
07/24/2025

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more:

raymondjames.com

Address

Effingham, IL
62401

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Melissa Willenborg, Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Melissa Willenborg, Financial Advisor:

Shortcuts

Share

Category