Stephen Melancon

Financial Advisor @Knights Of Columbus Asset Advisors

Las Vegas, NV, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2021 — Present

Financial Advisor @Knights Of Columbus Asset Advisors

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NV, US

I provide ongoing investment advisory services to retail investors pursuant to asset allocation “strategies” based on our asset allocation methodology.

EDUCATION

2008 — 2010

Southern Utah University

Master of Education (M.Ed.), Education

1984 — 1988

University of Nevada-Las Vegas

Bachelor of Science (B.S.), Special Education and Teaching

SKILLS

Life InsuranceDisability InsuranceLong-Term CareRoth IraWhole LifeIrasFixed AnnuitiesLong Term Care InsuranceTerm Life InsurancePermanent Life InsuranceKey Person InsuranceFinancial PlannersUniversal Life401k RolloversAnnuity SalesEstate PreservationWealth AccumulationTraditional IraGuaranteed Lifetime IncomeEstate PlanningInsuranceRetirement SavingsWealth Preservation PlanningStrategic Financial PlanningLicensed Life Insurance AgentEmployee BenefitsInvestmentsLicensed Life & Health Insurance AgentWealth ManagementUnderwritingSmall BusinessPersonal Financial PlanningBuy-Sell AgreementsCharitable Gift PlanningCollege Savings PlansVariable AnnuitiesGeneral InsuranceQualified Retirement PlansSep IraWealth

ABOUT STEPHEN MELANCON

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Stephen Melancon — Financial Advisor at Knights Of Columbus Asset Advisors in Las Vegas, NV, US | Unifers