Melissa Ann Lockhart, CPA/ABV is a senior analyst for Heritage Capital Group and focuses on developing economic analysis for litigation and conducting valuation projects for clients.
Melissa is experienced in valuations of closely held businesses for various purposes including legal issues, mergers and acquisitions analysis, and management planning. Her valuation experience includes clients in finance, technology, distribution, construction, agribusiness, healthcare, automotive, logistics, and professional services. In addition to valuation work, Miss Lockhart specializes in calculating economic damages for complex commercial litigation as well as personal injury and wrongful death cases.
Prior to joining Heritage, Melissa’s professional experience in the financial industry included working for Merrill Lynch as a registered representative, focusing on lead generation and asset retention in 401(k) plans. At Merrill Lynch, her project work included compliance management and accounting information systems development.
Melissa received her Bachelor of Arts degree in Economics from Duke University and her Master of Accountancy degree from the University of North Florida. She has her Series 7, Series 79, and 66 securities licenses. She is a Certified Public Accountant licensed in Florida.