MELTON FINANCIAL GROUP TEAM

 

Thomas J. Melton, CRC, CMFC
  President

Thomas J. Melton has been a consultant, educator and trainer in the Financial Services Industry since 1979.

Presently, Tom is a Registered Principal and Branch Manager with National Planning Corporation (NPC), and has passed the FINRA General Securities Representative exam, the FINRA Investment Company, and Variable Contracts Products Principal exam, the NASAA Uniform Securities Agent State Law exam, and the Uniform Investment Advisory Law examination and currently holds a California Insurance License #0819700. In addition, Tom is the President and CEO of the Melton Financial Group Wealth Advisory.

Tom's focus has been primarily on Retirement Planning, Estate Planning and Investments. He is a member of the Financial Planning Association. Along with his business partner and wife, Dianne Melton, they have developed what they believe to be one of the industries most entertaining and informative Senior Financial Workshops titled and copy written under the name "Everything You Wanted To Know ...But Didn't Know To Ask."

Prior to his current business success, Tom was recognized as a noted drummer and music professional performing with many recognizable entertainment elite including The Fifth Dimension, Vikki Carr, Tony Orlando and Dawn, and the Lido d' Paris show with illusionists Siegfried and Roy.

 

Dianne Melton, CRC
  Vice President

Dianne Melton has been working in the Financial Services Industry since 1981.

Dianne attained the position of Premier Banking Manager with the Wells Fargo Bank Corporation in 1992, before accepting a top position with U.S. Bank as Business Development Officer.

Presently, Dianne is a Registered Representative with National Planning Corporation (NPC), and has passed the FINRA Investment Company exam and the NASAA Uniform Securities Agent State Law examination and currently holds a California Insurance License #0B80867. Dianne is the Vice President of the Melton Financial Group Wealth Advisory.

Since 1996, Dianne's focus has been on Business, Retirement and Estate Planning.  Dianne believes that having the opportunity to educate and guide, while earning the trust of her clients, is a rewarding and fulfilling profession.

Previously featured as 'Charli' on the 'Tonight Show' with Johhny Carson, and with Jerry on the Jerry Lewis Telethon, Dianne now shares her artistic singing abilities by donating her time and talent to helping others in the field of the Arts.

 

Jessica Melton - Executive Administrator
 

Jessica Melton continues to be a tremendous asset to our Firm in so many ways. Her administrative, organizational, and creative skills are a definite plus for the quality of service required for our clients.

Clients admire her for her sincerity, friendliness, and attention to detail. Getting things done effectively and efficiently comes as second nature to Jessica. Our friends and clients love that. Add to this her thoughtfulness and dedication and you will begin to get just a very small glimpse of why Jessica is so valuable to us at the Melton Financial Group Wealth Advisory.

 

 

Chris Green - Senior Advisor Assistant
 

We have been very fortunate to have been able to find quality people to act on our behalf as a personal Advisor Assistant to our valued clientele. Christopher Green is one of those exceptional people.

As the Advisor Assistant, Christopher currently holds a California Insurance License #0D40799 and interfaces directly with Tom and our clients. He is in charge of the preparation of client reviews, documentation and customer service. Christopher’s eye for detail, product knowledge, and quality control including follow up and follow through are just a few of his many attributes.

Prior to joining our firm, Christopher was a respected executive level manager for sixteen years before deciding to embark on a rewarding career of helping people to achieve their goals in the financial service industry.

Recognition among ones peers, in our book, is probably the most valuable indicator of a person’s competence in business. Christopher continually receives accolades and respect from our industry peers which has also been echoed by many of our clients. Chrisopher has proven to be a valuable asset to the Melton Financial Group Wealth Advisory.

 

Suzanne Clark - Director of Client Relations
  Suzanne Clark has worked in the area of finance since 1993, beginning at Bank of America. She also worked at Lexington Capital Management in their Broker Dealer department where her relationship with Tom and Dianne began.

Suzanne has been working at Melton Financial Group since the Fall of 2005 where she has become an integral team member and resource. Suzanne schedules client reviews, helps organize company functions such as our holiday party, gala, tournaments and summer picnics. Suzanne’s talent brings remarkable results and adds great value to our team’s success.

Suzanne has earned a Bachelors of Science in Business Administration with a concentration in Finance. She also has a minor in Organizational Communications.

 

Rochelle Roberts - Director of Marketing
   
Rochelle comes to our Firm with experience, dedication coupled with ability and knowledge beyond her years. She helps to create a TEAM atmosphere with a commitment to excellence. Rochelle’s attention to detail and creative nature are a definite plus for the quality of service we require for our clients. We look to Rochelle to assist with the ongoing daily operations regarding marketing and compliance. Additionally, she assists the clients and the executives of the Melton Financial Group Wealth Advisory.  
  
Rochelle possesses a degree in Fashion Merchandising and Marketing and is currently in the process of completing her Degree in Business Management  and Communication.
 
She has proven to be a wonderful asset to the Melton Financial Group Wealth Advisory.