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Aleta comes to Campbell Wealth with 25+ years of experience in the financial services industry. Early in her career, she earned her MBA in Finance and achieved multiple professional licenses.
In her role as Client Services Specialist, Mellon manages a variety of responsibilities, including: preparations for client review meetings, and assisting in maintaining and enhancing client relationships.
She has various types of experience assisting clients in planning and working towards their financial goals. Aleta has held numerous positions during her career, notably, in retail banking and serving as a Financial Advisor with independent firms and multinational corporations. Mellon is committed to helping others understand the principles of financial management. She regularly presents educational seminars, teaches money management classes and offers her expertise in her volunteer work with churches and other non-profit organizations.
She has a passion for people and enjoys travelling around the world and experiencing other cultures. Aleta is a native of Virginia, but now resides in Maryland with her two sons, Matthew and Brenden, and their Schnauzer, Mylo.
Aleta benefits you by setting up and necessary preparations for client review meetings, answering questions, and supporting the CWM client service’s team by maintaining and enhancing client relationships.