Perry Melnick, MBA
Senior Financial Advisor
Managing Director - Investments
“While each client relationship is unique, my motivation is the same– to help ensure that everyone has confidence that they are on track to achieve their goals.”
How I can help you
Perry works with clients to define their ambitions and preferences, which will guide his recommendations for their customized wealth management plan and investment portfolio. He enjoys working with multigenerational families to resolve the unique issues that come with their wealth, and he seeks to give them confidence that their estate and legacy needs have been planned to target their objectives.
What makes me knowledgeable
Perry started his career in 2002 as a Private Banker at Wells Fargo Bank and later became a Financial Advisor at Wells Fargo Advisors. His background in private banking allows him to help clients navigate these resources in accordance with their financial objectives. Perry earned a degree in political science from the University of California, Irvine and an M.B.A. from its Paul Merage School of Business.
Getting to know me
A New York native, Perry and his wife, Kristin, now reside in Costa Mesa with their daughter, Marlee, and son, Miles. Perry is involved in his community through the Dean’s Leadership Circle at the Paul Merage School of Business at UC Irvine, the Jewish Community Center in Irvine and the Newport Beach Elks Lodge. In his spare time, Perry and his family enjoy boating throughout Newport Harbor and other outdoor activities that their beachside community offers.
California Insurance License: 0E80177
Resident State: CA
How I can help you
Perry works with clients to define their ambitions and preferences, which will guide his recommendations for their customized wealth management plan and investment portfolio. He enjoys working with multigenerational families to resolve the unique issues that come with their wealth, and he seeks to give them confidence that their estate and legacy needs have been planned to target their objectives.
What makes me knowledgeable
Perry started his career in 2002 as a Private Banker at Wells Fargo Bank and later became a Financial Advisor at Wells Fargo Advisors. His background in private banking allows him to help clients navigate these resources in accordance with their financial objectives. Perry earned a degree in political science from the University of California, Irvine and an M.B.A. from its Paul Merage School of Business.
Getting to know me
A New York native, Perry and his wife, Kristin, now reside in Costa Mesa with their daughter, Marlee, and son, Miles. Perry is involved in his community through the Dean’s Leadership Circle at the Paul Merage School of Business at UC Irvine, the Jewish Community Center in Irvine and the Newport Beach Elks Lodge. In his spare time, Perry and his family enjoy boating throughout Newport Harbor and other outdoor activities that their beachside community offers.
California Insurance License: 0E80177
Resident State: CA
Mitch Wilson, CFP
Financial Advisor
First Vice President - Investments
Phone: 949.253.4344
Email: Mitchell.W.Wilson@wellsfargo.com
“We believe true wealth is not about money–it’s about being in the position to do the things that matter most to you. We help you identify those goals and translate them into tangible plans.”
How I can help you
Mitch works with clients to develop a detailed wealth management plan that incorporates strategies for tax management, retirement income and estate planning. Then, he uses a goals-based approach to align his clients’ investments to their long-term objectives. Across all client relationships, Mitch strives to deliver a high-touchpoint experience and provide clarity through straightforward advice.
What makes me knowledgeable
Mitch started his career with Wells Fargo Bank in 2007 as a bank teller, working part time while in college. In 2012, he became a Client Associate with Wells Fargo Advisors and was promoted to Financial Advisor in 2017. Mitch has earned the CERTIFIED FINANCIAL PLANNER® practitioner designation, an industry standard of excellence in financial planning, and he holds a bachelor’s degree in public relations from California State University, Fullerton.
Getting to know me
Mitch spends his free time with his wife, Alix, and their dog, Blu. They like to stay active by practicing yoga and hiking throughout Southern California. Mitch especially enjoys reading, wine tasting and watching the Los Angeles Lakers.
California Insurance License: 0159246
Resident State: CA
How I can help you
Mitch works with clients to develop a detailed wealth management plan that incorporates strategies for tax management, retirement income and estate planning. Then, he uses a goals-based approach to align his clients’ investments to their long-term objectives. Across all client relationships, Mitch strives to deliver a high-touchpoint experience and provide clarity through straightforward advice.
What makes me knowledgeable
Mitch started his career with Wells Fargo Bank in 2007 as a bank teller, working part time while in college. In 2012, he became a Client Associate with Wells Fargo Advisors and was promoted to Financial Advisor in 2017. Mitch has earned the CERTIFIED FINANCIAL PLANNER® practitioner designation, an industry standard of excellence in financial planning, and he holds a bachelor’s degree in public relations from California State University, Fullerton.
Getting to know me
Mitch spends his free time with his wife, Alix, and their dog, Blu. They like to stay active by practicing yoga and hiking throughout Southern California. Mitch especially enjoys reading, wine tasting and watching the Los Angeles Lakers.
California Insurance License: 0159246
Resident State: CA