Melba Kay Roberts

Manager, Office Operations

Melba Roberts manages the office operations at LifePlan Financial Advisors. A Florida native, she moved to Georgia in 2017, after a 25-year career in banking and financial services in Florida. Her experience includes management of trust fund accounts, regional offices, customer service, and support for financial advisors at Allen & Company of Florida, Chase Investment Services, NationsBank, First Union National Bank and Barnett Banks Trust Company.

Melba completed a bachelor’s degree in economics at Jacksonville State University in Jacksonville, AL and postgraduate studies in Economics at the University of Oklahoma and Florida State University.

In addition to caring for a family member with Alzheimer’s Disease, she has been an active member of her community. A longtime Boys & Girls Club volunteer, she is a lifetime member of the Kathleen Area Historical Society as a fifth-generation Floridan. She served as a board member for the Central Florida Speech and Hearing Center for six years and was recognized as Sidney Schwartz Volunteer of the Year. She also volunteered at SHINE (Serving Health Insurance Needs of the Elderly) from 2012 to 2015. Her dedication prompted Allen & Company to name her Employee of the Year. Melba enjoys exploring state parks in Georgia, reading, her dog Yogi, watching college football and playing with her grandkids.