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This profile was last updated on 12/31/2014 and contains contributions from the  Zoominfo Community.

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Wrong Louis Melone?

Louis J. Melone

Associate

Budd & Budd , Melone , & Company

HQ Phone:  (248) 499-8704

Direct Phone: (248) ***-****direct phone

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Budd & Budd , Melone , & Company

3121 University Drive Suite 180

Auburn Hills, Michigan,48326

United States

Company Description

We offer a cup of coffee...and a second opinion....more

Background Information

Employment History

Monthly Columnist

DBusiness


Consultant for the Financial Planning Task Force

Michigan Association of CPAs


President

Smith Barney , Inc.


Advisor, Branch Manager

Wells Fargo & Company


Affiliations

Clarkston Area Chamber of Commerce

President


Chamber

Member


Education

Bachelor's Degree

Northern Michigan University


Web References(47 Total References)


Associates | Budd, Melone & Company

www.buddmelone.com [cached]

Lou Melone
Lou Melone Managing Partner 248-499-8704 lmelone@buddmelone.com As a board CERTIFIED FINANCIAL PLANNER™ professional, Lou provides comprehensive financial strategies for higher net-worth families to help protect and preserve current levels of wealth, plan for retirement, as well as, designing...


Shop Local Directory

www.clarkston.org [cached]

Louis J. Melone
+1 248-499-8704 3121 University Dr Ste 180 Auburn Hills, MI 48326 Fax: +1 248-499-8721 lmelone@wfafinet.com


Clarkston Chamber | Board of Directors

www.clarkston.org [cached]

Louis J. Melone
248-499-8704 3121 University Dr Ste 180 Auburn Hills , MI 48326 Fax: 248-499-8721 lmelone@wfafinet.com


Lou Melone | Budd, Melone & Company

www.buddmelone.com [cached]

Lou Melone
Lou Melone Managing Partner 248-499-8704 lmelone@buddmelone.com As a board CERTIFIED FINANCIAL PLANNER™ professional, Lou provides comprehensive financial strategies for higher net-worth families to help protect and preserve current levels of wealth, plan for retirement, as well as, designing retirement plans for closely held businesses. All aspects of planning are implemented and reviewed annually to help pursue a comfortable standard of living in retirement. 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 twenty year careers in the financial services industry with offices in Michigan and Tennessee.


www.buddmelone.com

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.


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