Broker Check
Glenn  Mellin, ChFC® CFS®

Glenn Mellin, ChFC® CFS®

Vice President of Strategic Planning & Analysis, Investment Advisor Representative

Glenn has more than 30 years of experience working with families, corporate executives and business owners, building and protecting their wealth management strategies.

His approach is to listen first in order to understand what is unique about each client’s story. Mellin then analyzes this information and uses his expertise to help clients accumulate, protect and transfer their wealth, consistent with their values and goals. This process helps his clients to build a strong financial foundation and incorporates an integrated risk management strategy.

Associations & RECOGNITION

Named in Lexington’s Who’s Who Registry of Executives and Financial Professionals

Active member of the National Association of Insurance and Financial Advisors, Society of Financial Services Professionals and the Estate and Financial Planning Counsel of Southern New Jersey