About Me

Mick Meylor is committed to maintaining a high level of client satisfaction by providing excellent service. He works alongside our Wealth Advisors to ensure follow-up and action items are addressed and executed. Additionally, he utilizes financial planning software and analysis to develop and implement holistic financial plans tailored to clients’ goals and objectives.

Mick earned a B.A. in Economics from the University of California, Santa Barbara. He was actively involved on campus, serving as a peer advisor for the UCSB Economics Department and on the Executive Board of the student-led Investment Advisory Committee. Mick is currently a contributing member of the UCSB Economics Leadership Council.

He lives in West LA and enjoys golfing and surfing in his free time.