Headshot of Melanie Prevost

My first job as a cashier at a grocery store taught me the importance of good client service — and it taught me not to shop for groceries the day before Thanksgiving!
Melanie Prevost
Principal, CPA

Experience

As a member of our wealth management tax group, I help high-net-worth individuals and their families achieve their financial goals through thoughtful tax planning. I work closely with my clients to advise them on income, estate, and gift tax planning as well as compliance. My extensive experience also includes tax planning and consulting for closely held family businesses, including the transition of those businesses to the next generation.

My clients appreciate that I take the time to get to know them and their financial picture, so I can best advise them on how to reach their financial goals — whether that’s growing their wealth or planning for the future. People often refer to me as a good listener, which is a helpful trait when discussing personal issues among families.

I’ve been with the firm more than 10 years, and one of my proudest accomplishments is the growth of our wealth management practice in the Ohio region. I’m also a proud supporter of women in professional services, and I’ve spearheaded internal efforts in our Cincinnati office.

Recently, I’ve presented to our clients, prospects, and to the Cincinnati Bar Association on the topic of tax reform. I’m a member of the AICPA and the Ohio Society of CPAs, and I’m on the board of the Cincinnati Eye Institute Foundation. I received my B.S.B.A. from American University in Washington, D.C.

When I’m not helping clients grow their personal wealth, I like to spend time with my husband and our two children outdoors. We enjoy hiking, camping, and kayaking. We also like to cheer on our favorite soccer team, FC Cincinnati.