Brad Melvin
100 Corridor Road
Suite 101
Ponte Vedra, FL 32082
Brad Melvin is a client relationship consultant for Pinnacle Asset Management, The Horizon Group and Raymond James Financial Services, Inc., member FINRA/SIPC. He is dedicated to building strong, lasting relationships with clients and their families. He has worked in the financial services industry since 2015, and his background is focused on providing exceptional service and guidance.
Prior to joining Pinnacle Asset Management and The Horizon Group, Melvin developed his expertise as a Registered Client Service Associate at Truist Investment Services and as a Portfolio Advisory Services Specialist at Fidelity Investments. He draws on this extensive experience to help clients navigate their financial lives with confidence and clarity.
A graduate of Flagler College with a Bachelor of Arts in Business Administration, Melvin believes that a successful financial partnership is built on trust and a deep understanding of each client's unique goals.
Melvin, his wife, Jaren, and their two daughters, Paislee and Moxlee, live in St. Augustine, Florida. When he's not in the office, he enjoys the coastal lifestyle, including surfing, fishing, and playing golf. Above all, he values spending quality time with his family.
Check the background of these investment professionals on FINRA's Broker Check.
All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
| Not FDIC insured | Not bank guaranteed | Subject to risk and may lose value |
| Not guaranteed by any government agency | Not a bank deposit | |
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers.
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