Scott SnIder, CFP®, CRPC®, Partner
BS in Finance — Miami University
Wells Fargo Advisors — 2 years
Frank Wealth Management — 1 year
Huntington Bank — 6.5 years
$44M in assets under management
Responsible for 3 retail branches
Assistant manager for 18 months
FPA Northeast Florida Board Member
Member of XY Planning Network
Member of NAPFA
Finance Advisory Council at University of North Florida
Helping clients simplify the complexities of their personal finances in an impactful way is what drives Scott and his business. Ever since he witnessed the stressful effect the dot-com stock market crash had on home life as a kid, Scott wanted to break into the financial services industry to help other families avoid the same financial regrets his Dad and Mom suffered.
After spending nearly 10 years working for large financial institutions, Scott decided it was time to strike out on his own in 2016 and start Mellen Money Management. With the primary purpose being the ability to deliver truly independent advice, as well as offer a more specialized service around college planning. After all, the student loan problem isn’t going away anytime soon.
Today, Scott works with his clients to solve everyday problems like how much to save towards retirement, how much cash should be put aside in savings for a rainy day, how much insurance is enough, and what is the most you should spend on a house. More than anything else, it’s Scott’s mission to help his client’s bring all of their competing financial priorities into focus. Thereby allowing them to maximize their wealth and live a better life.
Scott and his wife, Emily, reside in Nocatee with their 2 daughters and 2 dogs
Originally from Columbus, OH
Big Ohio State Buckeyes fan
Loves animals and spending time outdoors
Enjoys playing tennis and basketball, or really anything sports related
Find me on LinkedIn