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Melvin M

Series 63, Series 65

Manchester Center, VT

Money Concepts Capital Corp

Melvin Mills Jr. is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Money Concepts Capital Corp since 2010 and also owns Mills Watch Repair, a watch repair business he has operated since 2007. Additionally, he serves as a board member of the Master Registered Financial Consultant Board. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to a broad range of clients, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and combines fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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