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2014-12-31T00:00:00.000Z

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Wrong Louis Melone?

Louis Melone J.

Associate

Budd Melone & Company LLC

Direct Phone: (248) ***-****       

Budd Melone & Company LLC

3121 University Drive Suite 180

Auburn Hills, Michigan 48326

United States

Find other employees at this company (2)

Background Information

Employment History

Wealth Manager
DBusiness

Consultant for the Financial Planning Task Force
Michigan Association of CPAs

Managing Partner
Dean Witter

Advisor, Branch Manager
Wells Fargo Advisors Financial Network , LLC

President
Smith Barney , Inc.

Affiliations

Board Member
Clarkston Area Chamber of Commerce

Education

Bachelor's Degree

Northern Michigan University

Web References (191 Total References)


Site Map : Budd, Melone & Company, LLC

www.buddmelone.com [cached]

Louis Melone, CFP®


Louis Melone, ...

www.buddmelone.com [cached]

Louis Melone, CFP®

...
Louis J. Melone, CFP®
As a board CERTIFIED FINANCIAL PLANNERTM professional, Lou works to provide comprehensive financial and retirement income strategies for higher net worth families, as well as, focuses on retirement plans for closely held businesses. Lou holds a Bachelor's Degree from Northern Michigan University and studied at the American College for his CFP® certification. Lou was a past President for the Clarkston Area Chamber of Commerce, is a consultant for the Michigan Association of CPA's (MICPA) Financial Planning Task Force. In addition, Lou was a monthly columnist for DBusiness Magazine and is currently a contributor to the MICPA's "The Business Edge."
Beginning in 2010 and for a Fifth Year in a row, Lou was named in the June and July/August issues by Hour Detroit Magazine and Dbusiness Magazine as "Five Star Wealth Manager" in South East Michigan. This recognition is given to the top 7% of wealth Managers in the region.
Lou has been a featured speaker at the Michigan Association of CPA's Mega Conferences for the past ten (10) years. In addition, he has provided webinars for MICPA members across the country. The topics have ranged from Behavioral Finance, Comprehensive Financial Planning Process, and types of Qualified Plans for Small Business Owners. Lou's has also provided financial planning/behavioral finance seminars to executive retiree groups at Fortune 500, as well as, numerous other small to mid size companies.
Lou began his career with Dean Witter which evolved into Morgan Stanley. He then moved his practice to Smith Barney before forming Budd, Melone & Co., LLC with Co-Founder Joe Budd. Joe and Lou have worked together for the duration of their nineteen (19) year careers in the financial services industry with offices in Michigan and Tennessee.


View From The Top: Wealth Manager Lou Melone - DBusiness - November/December 2010 - Detroit, MI

www.dbusiness.com [cached]

DBusiness / November-December 2010 / View From The Top: Wealth Manager Lou Melone

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View From The Top: Wealth Manager Lou Melone
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Lou Melone, managing partner of Budd, Melone & Co., a wealth management firm in Auburn Hills, addresses the turnaround of the national and state economies, how to keep college graduates from leaving Michigan, Governor-elect Rick Snyder, and the state of wealth management.


View from the Top: Pete Davis Grows Impact Management Services - DBusiness - November/December 2010 - Detroit, MI

www.dbusiness.com [cached]

View From The Top: Wealth Manager Lou Melone

Lou Melone, managing partner of Budd, Melone & Co., a wealth management firm in Auburn Hills, addresses the turnaround of the national and state economies, how to keep college graduates from...


View from the Top: Detroit Regional Chamber President and CEO Sandy Baruah - DBusiness - November/December 2010 - Detroit, MI

www.dbusiness.com [cached]

View From The Top: Wealth Manager Lou Melone

Lou Melone, managing partner of Budd, Melone & Co., a wealth management firm in Auburn Hills, addresses the turnaround of the national and state economies, how to keep college graduates from...

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