Timothy Mellott
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Frederick, MD 21701
Credentials
Series 63, Series 65
Industry experience
34 years
About
Timothy Mellott is a Private Wealth Advisor with Merrill Private Wealth Management. In his role, he focuses on developing strategies tailored to affluent individuals, business owners, and professional organizations to help them meet their financial goals. He employs a consultative and objective approach to wealth management, emphasizing careful listening to understand clients' financial situations, preferences, and objectives. Timothy collaborates with clients' outside professional advisors to implement comprehensive wealth management solutions, including philanthropic planning and financial education for future generations.
Timothy serves a select group of clients, including entrepreneurs, business owners, senior executives, multigenerational families, and private foundations. His expertise encompasses corporate executive services, family wealth management strategies, legacy planning, liquidity management, portfolio management, and tax minimization. He is a partner of The Orr Group and works alongside his business partner Bill Orr, whom he met while wrestling at Clemson University.
Timothy holds a Bachelor's Degree from Clemson University and has earned the Personal Investment Advisor (PIA) designation. He is actively involved in his community through coaching and mentoring, particularly with the Fellowship of Christian Athletes.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
General estate planning guidance
Charitable giving & philanthropy
Multi-generational wealth transfer
Business ownership considerations
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Established Professionals
Intergenerational Families
Location
30 W Patrick St
Frederick, MD 21701
Most active in
Timothy M has reported serving >5 clients in these states in the last 12 months.
Maryland · Texas · Virginia
Work history
Bank Of America, N.A.
2009 - Present (17 years)
Merrill
1991 - Present (35 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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