A Tampa, Florida native, has practiced in the financial arena for 43 years. Mel’s career began in the securities business in 1969 where he marketed investment securities with A.G. Edwards. Creator of The Strategic Tax Advantage™, Mel specializes in financial consulting and strategic concepts that facilitate tax-advantaged wealth creation and preservation for high net worth individuals. Mel focuses on the areas of wealth transfer, philanthropy, trusts and estates. He has strategically structured over two billion dollars of capital transactions.
Throughout his career, Mel has served and currently serves on the board of directors of various civic, social, corporate, religious and political organizations in the Tampa Bay area. Mel’s memberships have included following organizations: The Estate Planning Council, The Million Dollar Round Table™, Top of the Table™ and National Association of Insurance and Financial Advisors (including state and local chapters). Mel also proudly served his country in the United States Armed Services.