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Gordon M

Series 63, Series 65

Nashville, TN

Equitable Advisors

Gordon Mellin is a financial advisor with Equitable Advisors in Nashville, TN, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked with Equitable Advisors since 2016, including its predecessor AXA Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs primarily delivered through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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James M

Series 63, Series 65

Nashville, TN

Equitable Advisors

James Mellin is a financial advisor with Equitable Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual clients—including non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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