Nancy Mello Email & Phone Number
Senior Financial Advisor, Senior Vice President @ Merrill Lynch
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Nancy Mello Location
- Dallas, Texas, United States
Nancy Mello Work
- 2002 -now Senior Financial Advisor, Senior Vice President @
Nancy Mello Education
- University of Illinois at Urbana-Champaign - College of Business
B.S. ( Finance)
1978-1982 - Lyons Township High School, La Grange, Illinois 1974-1978
Nancy Mello Skills
- Retirement
- Series 7
- Strategic Financial Planning
- Financial Advisory
- Estate Planning
- Securities
- Wealth Management Services
- Asset Management
- Investment Portfolio
- Investment Portfolio Management
- Investment Strategies
- Retirement Income Planning Specialist
- Social Security
- Equities
- Municipal Bonds
- Mutual Funds
- Alternative Investments
- 401k Rollovers
- 401k
- IRAs
- Roth IRA
- Charitable Gift Annuities
- Indexed Annuities
- Long Term Care Insurance
- Tax Deferred Exchanges
- Series 63
- Charitable Gift Planning
- Fixed Annuities
- Investment Advisory
- Asset Managment
- Chartered Retirement Planning Counselor (CRPC)
- Certified Divorce Financial Analyst (CDFA)
- Certified Special Needs Advisor (CSNA)
- Retirement Plan Consulting
- Financial Planners
- Long-term Care
- Finance
- Portfolio Management
- Wealth Management
- Investments
- Financial Planning
- Strategic Planning
- Social Security Filing Strategies
- Retirement Planning
- Chartered Retirement Planning Counselor Crpc
- Strategic Financial
- Retirement Plan
- Leadership
- Retirement Income
- Certified Special Needs Advisor Csna
- Social Security Filing
- Credit
- Chartered Retirement
- Charitable Gift
- Certified Divorce Financial Analyst Cdfa
- Project Management
- Certified Divorce
- Certified Special Needs
- Microsoft Excel
- Long Term Care
- Chartered Retirement Planning Counselor
- Certified Divorce Financial Analyst
- Certified Special Needs Advisor
- Investment Advice
- Customized Investment Portfolios
- High Net Worth Portfolio Management
- Retirement Income Planning
- Retirement Income Strategies
- College Funding
- College Savings Strategies
- Goals Based Investment Strategies
- Estate and Wealth Planning Services
- Retirement Cash Flow
Nancy Mello Summary
- Nancy Mello, based in Dallas, Texas, United States, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch. Nancy Mello holds a 1978 - 1982 B.S. in Finance @ University of Illinois at Urbana-Champaign - College of Business. With a robust skill set that includes Retirement, Series 7, Strategic Financial Planning, Financial Advisory, Estate Planning and more. Nancy Mello has 2 emails and 1 mobile phone numbers on RocketReach.
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