Bob Mellon, Cpwa®
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Bob Mellon, Cpwa® Email & Phone Number

Partner and Client Advisor at Freestone Capital Management
Location: Greater Seattle Area, United States, United States 6 work roles 2 schools
1 work email found @freestonecapital.com 3 phones found area 206 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email b****@freestonecapital.com
Direct phone (206) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Freestone Capital Management
Role
Partner and Client Advisor
Location
Greater Seattle Area, United States, United States
Company size
127 employees

Who is Bob Mellon, Cpwa®? Overview

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Quick answer

Bob Mellon, Cpwa® is listed as Partner and Client Advisor at Freestone Capital Management, a company with 127 employees, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at freestonecapital.com, phone signal with area code 206, and a matched LinkedIn profile for Bob Mellon, Cpwa®.

Bob Mellon, Cpwa® previously worked as Partner / Client Advisor at Freestone Capital Management and Board of Directors at Fortune Bank. Bob Mellon, Cpwa® holds Certified Private Wealth Advisor® / Cpwa®, Executive Education / Certification Program, Financial Planning And Services from University Of Pennsylvania - The Wharton School.

Company email context

Email format at Freestone Capital Management

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{first}@freestonecapital.com
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AeroLeads found 1 current-domain work email signal for Bob Mellon, Cpwa®. Compare company email patterns before reaching out.

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Profile bio

About Bob Mellon, Cpwa®

Bob joined Freestone in 1999 as one of its five founding members. Advisor to some of Freestone's largest relationships, Bob provides comprehensive wealth management advice to high net worth individuals, families, and private foundations.Prior to joining Freestone, Bob was a member of a team within Morgan Stanley's (formerly Smith Barney) Consulting Group that provided investment management consulting services to primarily institutional clients with assets totaling approximately $1 billion. He began his financial services career with U.S. Bank in Oregon.

Listed skills include Wealth Management, Strategic Financial Planning, Asset Management, Alternative Investments, and 11 others.

Current workplace

Bob Mellon, Cpwa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Freestone Capital Management
Freestone Capital Management
Partner and Client Advisor
Kirkland, WA, US
Website
freestonecapital.com
Employees
127
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Company profile
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6 roles · 27 years

Bob Mellon, Cpwa® work experience

A career timeline built from the work history available for this profile.

Partner / Client Advisor

Current
Freestone Capital Management

Greater Seattle Area

As a client advisor, I understand each client has a unique set of financial complexities and long-term goals. At Freestone, we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life to provide peace of mind and the freedom to focus on what truly matters.

Mar 1999 - Present

Board Of Directors

New Futures

Greater Seattle Area

Aug 2006 - Oct 2013

Board Of Directors

Invest In Youth

Greater Seattle Area

1999 - 2011 ~12 yrs
Team & coworkers

Colleagues at Freestone Capital Management

Other employees you can reach at freestonecapital.com. View company contacts for 127 employees →

WB Will Broucek Will Broucek Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View → BS Benjamin Silber Benjamin Silber Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View → TC Teddy Cosgrove Teddy Cosgrove Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View → JD Jenny Doherty, Cfp® Jenny Doherty, Cfp® Colleague at Freestone Capital ManagementAnchorage, Alaska, United States, United States View → MC Max Canfield, Cfp® Max Canfield, Cfp® Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View → RD Robert Downer Robert Downer Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View → LP Lisa Price Lisa Price Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View → MK Michael Kirkham Michael Kirkham Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View → KC Kasten Caniford Kasten Caniford Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View → JM Jason Mann Jason Mann Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States View →
2 education records

Bob Mellon, Cpwa® education

Certified Private Wealth Advisor® / Cpwa®, Executive Education / Certification Program, Financial Planning And Services

University Of Pennsylvania - The Wharton School

High-net-worth clients have unique needs that can’t be properly addressed by an advisor with a basic financial planning background. The.

FAQ

Frequently asked questions about Bob Mellon, Cpwa®

Quick answers generated from the profile data available on this page.

What company does Bob Mellon, Cpwa® work for?

Bob Mellon, Cpwa® works for Freestone Capital Management.

What is Bob Mellon, Cpwa®'s role at Freestone Capital Management?

Bob Mellon, Cpwa® is listed as Partner and Client Advisor at Freestone Capital Management.

What is Bob Mellon, Cpwa®'s email address?

AeroLeads has found 1 work email signal at @freestonecapital.com for Bob Mellon, Cpwa® at Freestone Capital Management.

What is Bob Mellon, Cpwa®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 206 for Bob Mellon, Cpwa® at Freestone Capital Management.

Where is Bob Mellon, Cpwa® based?

Bob Mellon, Cpwa® is based in Greater Seattle Area, United States, United States while working with Freestone Capital Management.

What companies has Bob Mellon, Cpwa® worked for?

Bob Mellon, Cpwa® has worked for Freestone Capital Management, Fortune Bank, New Futures, Invest In Youth, and Smith Barney.

Who are Bob Mellon, Cpwa®'s colleagues at Freestone Capital Management?

Bob Mellon, Cpwa®'s colleagues at Freestone Capital Management include Will Broucek, Benjamin Silber, Teddy Cosgrove, Jenny Doherty, Cfp®, and Max Canfield, Cfp®.

How can I contact Bob Mellon, Cpwa®?

You can use AeroLeads to view verified contact signals for Bob Mellon, Cpwa® at Freestone Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Bob Mellon, Cpwa® attend?

Bob Mellon, Cpwa® holds Certified Private Wealth Advisor® / Cpwa®, Executive Education / Certification Program, Financial Planning And Services from University Of Pennsylvania - The Wharton School.

What skills is Bob Mellon, Cpwa® known for?

Bob Mellon, Cpwa® is listed with skills including Wealth Management, Strategic Financial Planning, Asset Management, Alternative Investments, Private Equity, Investment Management, Investment Advisory, and Investments.

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