Nancy Mellon

Nancy Mellon Email and Phone Number

Vice President @ Wells Fargo Advisors
st. louis, missouri, united states
Nancy Mellon's Location
Tampa, Florida, United States, United States
Nancy Mellon's Contact Details
About Nancy Mellon

I have worked with a broad array of clients to help minimize risks and achieve goals.Specialties: Asset management, insurance planning, educational planning, retirement planning and wealth conveyance.Also deal with business need- succession, esop, executive compensation and all qualified plans.

Nancy Mellon's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Vice President
st. louis, missouri, united states
Website:
wellsfargoadvisors.com
Employees:
15127
Nancy Mellon Work Experience Details
  • Wells Fargo Advisors
    First Vice President - Investments
    Wells Fargo Advisors Aug 2012 - Present
    Tampa/St. Petersburg, Florida Area
    Hoilstic wealth management, fully balance sheet, en ompassind all aspect of wealth accumulation, planning and wealth conveyance,
    View
  • Morgan Stanley Smith Barney
    Vice President
    Morgan Stanley Smith Barney Feb 2004 - Nov 2012
    Holistic Wealth management. managing all areas of accumulation, retirement, education, wealth and distribution/ spending management. Full balance sheet management and risk management.
    View
  • Ubs Wealth Management
    Vice President-Wealth Management
    Ubs Wealth Management Aug 2001 - Feb 2004
    Worked directly with cleints to manage assets, welath preservation, succession and risk.
    View

Nancy Mellon Skills

Investments Wealth Retirement Planning Asset Allocation Securities Retirement Investment Strategies Mutual Funds 401k Rollovers Iras Finance Alternative Investments Etfs Financial Analysis Financial Advisory Disability Insurance Bonds Long Term Care Private Equity Insurance Valuation High Net Worth Individuals Fixed Annuities 401k Personal Finance Risk Management Equities Life Insurance Fixed Income Options Hedge Funds Financial Modeling Capital Markets Financial Services Strategic Planning Management Leadership Marketing Public Speaking Customer Service Financial Planning Wealth Management Series 7 Series 63 Portfolio Management Sales Asset Management Organizational Design Customer Experience Event Management Health Insurance Fashion Styling Nonprofit Organizations

Nancy Mellon Education Details

Frequently Asked Questions about Nancy Mellon

What company does Nancy Mellon work for?

Nancy Mellon works for Wells Fargo Advisors

What is Nancy Mellon's role at the current company?

Nancy Mellon's current role is Vice President.

What is Nancy Mellon's email address?

Nancy Mellon's email address is na****@****tas.com

What is Nancy Mellon's direct phone number?

Nancy Mellon's direct phone number is (314)-875*****

What schools did Nancy Mellon attend?

Nancy Mellon attended The University Of Memphis, University Of Mississippi, University Of Mississippi - School Of Business Administration.

What are some of Nancy Mellon's interests?

Nancy Mellon has interest in Reading, Swimming, Fishing, Health, Children, Gardening, Education, Environment, Biking, Running.

What skills is Nancy Mellon known for?

Nancy Mellon has skills like Investments, Wealth, Retirement Planning, Asset Allocation, Securities, Retirement, Investment Strategies, Mutual Funds, 401k Rollovers, Iras, Finance, Alternative Investments.

Who are Nancy Mellon's colleagues?

Nancy Mellon's colleagues are Richard Wilhelmi, Cfp®, Ginny West, Carolyn Willis, Ian Baumann, Eliot Shatzman, Gay Foster, Terri Ann Rachuta.

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