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Aaron Mellman

Planning Associate

Jacob Burleson
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Aaron’s responsibilities include data analysis, supporting client relationships and assisting wealth managers in developing comprehensive financial plans.

Education

Georgia State University, B.A., Economics

Read more about Aaron

What sparked your interest in financial planning? What fuels you every day in your work?

What really sparked my interest in financial planning is understanding that people have goals but need help in achieving those goals. What fuels me through every day is being able to help simplify people’s lives while also striving to help them achieve their goals.   

What’s the one thing people say you’re best at?

Research. I love to research and get to the bottom of an issue. Finding out the why of an issue is very important.

What’s the best career advice you ever got?

No matter what your skill level, clear communication is important. 

What’s a destination in the world that you aspire to visit?

I’d like to visit Italy. I really would like to try an authentic Italian pizza and experience the Italian culture.

Aaron’s Insights

Business Interruption Insurance: Do You Have A COVID-19 Claim?

COVID-19 has disrupted many businesses in recent months, which may have resulted in unexpected revenue loss and supply chain issues. If you own a company, you may be wondering whether business interruption insurance can help you recover from loss, either now or in the future.

2020-07-13T13:53:56+00:00
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