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Joel Mellor CEO Principle Investment Advisor Representative

Richard Mellor CCO
Investment Advisor Representative

After graduating from the University of Washington Joel began his career in financial services in 1982 and went independent in 1988. Joel decided early in his career that the best way that he could help his clients and always put their interests first was to start an independent company. Joel especially enjoys the individual relationships that he has developed with his clients over the years. He and his wife have lived in Bellevue for over 30 years and love to spend time with their 7 children and 10 grandchildren.

Richard became a partner at Mellor & Associates in 2013. He is Chief Compliance Officer (CCO) in addition to managing client accounts, securities investments, market research and database systems management for the company. He has education and backgrounds in business, marketing and investment finance. His knowledge and passion of the financial industry and dedication to clients make him a valuable asset in steering the company towards the future while maintaining the core principles and values that first brought the company to be.

Our Advisor Team

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Mellor & Associates LLC 14205 SE 36th St Suite 100 Bellevue WA 98006
Phone: (425) 827-2527 Fax: (425) 641-4680