Women in Wealth - Melissa Holding

In this episode, Phil is joined by Melissa Holding, EVP & Director of Wealth Management at Huntington National Bank. With nearly 30 years in the industry, Melissa reflects on her journey from being the "only woman in the room" to leading a powerhouse organization through major 2025 partnerships with Vertex and Cadence.

Melissa delivers a masterclass on why the industry must move beyond "table stakes" technical expertise to embrace power skills: the high-stakes communication and emotional intelligence required to lead families and teams. She shares her "leadership purpose" of helping others feel valued and explains why the future of wealth management belongs to those who can bridge the gap between deep expertise and the evolving needs of a more diverse, tech-savvy client base.

Resources:

Phil on LinkedIn

Melissa on LinkedIn

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