Brian Melvin, CFP®
Managing Director
Brian focuses on helping each client create and implement a financial plan that is unique to their circumstances at United Capital Financial Advisors. He works with a team of financial professionals who provide the comprehensive, holistic services retirees and pre-retirees need to pursue their retirement dreams.
A financial professional since 1997, Brian possesses the in-depth knowledge that comes from over 26 years of experience. This extensive background enables him to assist clients with a broad range of services, from financial planning to retirement income, investment planning and Social Security planning.
Brian earned a Bachelor of Science in Finance from Indiana State University and is a CFP® professional.
Away from work, Brian enjoys spending time outdoors, camping and rock climbing, as well as spending time with his wife Christine and their two daughters, Lia, and Lilly.
Let’s Have a Conversation
We welcome you to schedule a discussion with a financial advisor at no cost or obligation.
During this discussion, you will:
- Share your current situation and goals
- Receive an introduction to an advisor
- Get your financial questions answered
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