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Scott L. Melnick, Jr., CFP®

Scott L. Melnick, Jr., CFP®

Senior Client Relationship Manager

"A goal without a plan is just a wish." —Antoine de Saint-Exupéry

Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required.

As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of experienced professionals. It’s the key to our success, and yours. Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to determine an appropriate financial strategy for your individual needs.

We offer comprehensive financial planning services through Lincoln Financial Advisors and dedicated to helping you:

  • Identify your goals.
  • Develop a financial plan based on sound advice and knowledge.
  • Implement your plan.
  • Update your plan on a regular basis.

Throughout this process, we never lose sight of one essential element – personal service. At StoneBridge Advisors, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to help you establish a plan towards financial success.

Achievements

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Registrations: Series 7, Series 66, Health and Life Insurance Licensed in state of Florida
  • Registered Representative, Lincoln Financial Advisors Corp.
  • A.A., Accounting from Delaware Technical Community College
  • B.S., Accounting and Finance, Magna Cum Laude, Wilmington University.

Professional Associations & Memberships

  • Certified Financial Planner Board of Standards, Inc. (CFP Board)
  • Financial Planning Association of Maryland
  • StoneBridge Advisors Investment Committee

Personal

  • Resides in Gainesville, FL with wife Kaitlyn, sons, Colton and Asher, and dogs, Albus and Dobby
  • Enjoys golfing, playing video games with friends and running
  • Avid Dallas Cowboys fan


Scott Melnick maintains his CFP certification and only provides financial planning management services to LFA financial planners and professionals. Scott Melnick is not currently licensed to provide investment advisory or financial planning services directly to an LFA client.