As an independent financial professional, Tim Mellon's role is to be his clients' confidante and to help them find solutions to their financial problems and issues. His philosophy is to put together a financial strategy that gives clients the freedom to focus on other important aspects of their lives. As a holistic financial planner, Tim looks at the client's total financial situation. He assesses their current finances, defines future goals and then develops a comprehensive strategy to help meet those goals. Whether it is education planning, trust and estate planning, tax strategies or retirement planning, he works for his clients' financial wellbeing. Because of today's complex economic climate, Tim has aligned himself with a network of financial professionals to bring a team approach to your planning needs. Tim's philosophy is to put the client's needs first and use a team to support their stated goals. He provides clients with the depth of his knowledge and experience needed to help his clients reach those goals.
Tim has a Bachelor's Degree in Economics from the University of Michigan. He has completed all the course work for his Masters in Public Administration at the University of Michigan. He has also received his CLU and ChFC designations in the financial industry. Tim started in the financial services industry in September of 1993.
Tim and his wife are in the process of developing an organic farm in the Pilot Mountain area of North Carolina. See attached photos. In addition to the farm, he and his wife take pleasure in travel.
