Westlake Private Wealth Management

CONNECT

Address:

200 N. WESTLAKE BLVD., SUITE 202
Westlake Village, CA 91362

Phone:

818-436-6800

Fax/Other:

818-436-6804

Stephen Meli, CRPC®

Stephen Meli, CRPC®

Managing Director

Professional Details

  • Sixteen years investment and banking industry experience
  • BA, Radio-TV-Broadcasting- California State University, Northridge
  • MBA, Business Management- Graziadio School of Business, Pepperdine University
  • Affilliated with Wells Fargo Advisors Financial Network since 2012
  • Formerly Senior Vice President/ Resident Director with Merrill Lynch, Financial Advisor with Morgan Stanley
  • Chartered Retirement Planning Counselor™, Series 7, 9, 10, 66 registrations, variable annuity and life insurance licensed

 

After attending business school, Stephen began his career as a Financial Advisor in 2001 at Morgan Stanley. Following Morgan Stanley, Stephen spent over 8 years at Bank of America/ Merrill Lynch culminating with earning the title and position of Senior Vice President, Resident Director. Stephen is currently serving as Managing Director, and has achieved the Chartered Retirement Planning Counselor (CRPC®) designation. He is also a PIM Portfolio Manager in the Wells Fargo Advisors Financial Network PIM program where he concentrates his efforts on investment and portfolio construction.

With over sixteen years of experience, Stephen works with a select group of affluent families, the entertainment community and corporate executives. Through personal consultations, Stephen works with each client to set quantifiable goals, and helps prioritize their needs. He then develops and implements a customized investment strategy using a wide variety of financial solutions.

Stephen earned his MBA from Pepperdine University, Graziadio School of Business and Management and a Bachelor of Arts Degree in Radio-TV-Broadcasting from California State University, Northridge. He currently resides in Rancho Dos Vientos, CA with his wife of twenty years, and three children. Additionally, he has coached YMCA Football and Newbury Park Pony Baseball, as well as an alumnus of Zeta Beta Tau National Fraternity.

 

*  The PIM program may not be suitable for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account size for this program is $50,000.

 

 

Phone 818-436-6801
Fax 818-436-6804

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