Kaylyn Melia

Chief Compliance Officer and Chief Operating Officer

Kaylyn Melia

Kaylyn Melia keeps Socius Family Office running smoothly and efficiently behind the scenes so the team can spend more time adding value to client relationships. As Chief Operating Officer, she collaborates with the advisors and support staff to administer and constantly improve the firm’s processes. By eliminating waste, overseeing technology, and streamlining workflows, Kaylyn enables Socius in providing clients with consistent, white-glove service. Additionally, Kaylyn serves as the firm’s Chief Compliance Officer, overseeing and coordinating compliance related matters in adherence with regulatory requirements. Prior to joining Socius Family Office, Kaylyn oversaw 50 relationships with advisory firms as an Account Manager for Pershing Advisor Solutions.

Kaylyn is a Certified Financial PlannerTM professional and earned her B.B.A., from Stetson University, and her Master of Business Administration from Liberty University.