Melinda Koonce

Melinda is Pendleton Square’s Senior Accountant and is a Tennessee-licensed CPA. She works in the Nashville office overseeing all accounting functions, preparing financial statements, coordinating and responding to external audits and assisting with tax returns. Melinda also prepares complex reporting for the Company’s high-net-worth clients and assists Trust Officers with financial and tax matters related to their accounts.

Prior to joining Pendleton Square, Melinda worked as a Senior Accountant for a large family office in the Houston, Texas area. She graduated from James Madison University in Virginia, earning a BA in Finance. She also earned a certificate in Accounting from Virginia Commonwealth University. She resides in Nashville with her husband and is an avid Georgia Bulldogs fan.

Get in Touch

mkoonce@pendletonsquaretrust.com
615.515.1203