After graduating from Penn State University with a bachelor's degree in environmental engineering, I embarked on a career with MeadWestvaco, now known as WestRock, and Richmond, Virginia became a home for my family.
Always having a passion for finance, my college roommate and financial advisor, who handled my Edward Jones account, approached me with an opportunity that forever changed my family's life.
I am a seasoned financial advisor with more than 22 years of experience in helping people reach their goals. It's not just a job – it's an opportunity to fulfill my passion to enrich the lives of families and businesses throughout Virginia and 16 other states.
I have served the firm in different leadership roles throughout my career. In 2007, I became regional leader of Central Virginia and a general partner of the firm in 2010. I was named to the 2022 and 2021 Forbes Best-in-State Wealth Advisors in the State of Virginia, Southern area. More information on the rankings can be found at https://www.forbes.com/best-in-state-wealth-advisors. [Source: Forbes.com-April 2022; data as of 6/30/2021]
This growth has been a team effort. My branch office administrators, Lisa Faulkner, Mary Estes and Mindy Johnson, have a combined experience of 48 years. We strive to provide highly personalized service.
Family time is my priority. My wife, Megan, and I have been married for 25 years. We have four children: Makenna, Brooke, Luke and Hannah. We love to travel both in the USA and abroad; hike the Appalachian Trail; support our children in academics and sports; and spend quality time with family and friends at Smith Mountain Lake.
My goal is simple - help each client achieve their goals and provide for a secure future. My team wants to know what's important to you, what are the best strategies we can use and how we can help you can achieve financial security for your future.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- College Savings
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberMark Mellon at (804) 744-4077
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More