About the Office of Student Financial Planning

The Office of Student Financial Planning at Wake Forest School of Medicine seeks to assist students and their families. We support enrollment and retention by identifying resources and educating students so that they may make sound financial decisions. In 2012-2013, more than $22,600,00.00  in student aid was disbursed to 431 medical students.

The Office of Student Financial Planning at WFSM is committed to:

  • Providing exemplary service in the most effective and efficient way possible to support the needs of our students and university community;
  • Delivering funds in a timely and equitable manner; and
  • Acting with fiscal responsibility and following federal, state and institutional policies and regulations in the administration of student financial aid.

In responding to the diverse and changing needs of the university community, a spirit of cooperation, innovation and fairness will be maintained.  All staff of the Office Student Financial Planning at Wake Forest School of Medicine adheres to the Code of Conduct of the National Association of Student Financial Aid Administrators.


Melissa Stevens
Financial Aid Director

Ellen Montgomery 
Financial Aid Officer

Caleb Suggs
Financial Aid Officer 


Quick Reference

Phone 336-716-2889
Fax 336-716-9593


M- F; 7:30 am - 4:30 pm
Location: 3rd Floor Watlington Hall, Wake Forest School of Medicine, Medical Center Blvd., Winston Salem, NC 27157-1090
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Last Updated: 11-06-2014
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Disclaimer: The information on this website is for general informational purposes only and SHOULD NOT be relied upon as a substitute for sound professional medical advice, evaluation or care from your physician or other qualified health care provider.