Picture of Bob Mellon

Bob Mellon CPWA®

Partner Santa Barbara, CA

It's your place in the world; it's your life.  Go on and do all you can with it, and make it the life you want to live.
Mae Jemison

Bob joined Freestone in 1999 as one of its five founding members. As an advisor to some of Freestone's largest client relationships, Bob provides advice and counsel to high net worth individuals and families on complexities that inevitably arise with financial success. Bob began his career in U.S. Bank’s investment services division in 1991. He then joined Smith Barney’s Consulting Group in 1994, working with advisors to provide investment management consulting services to primarily institutional clients with assets totaling approximately $1 billion. He has also served as a member of the Boards of Directors for Fortune Bank since 2005 and New Futures since 2006.

 

Education

Bob earned a BA in Finance from Portland State University and holds the Certified Private Wealth Advisor (CPWA®) designation.

 

Recognition

Bob has been recognized by Barron’s as one of the top Financial Advisors in Washington State from 2011-2013, and again from 2016-2018. Barron's also ranked Bob as one of the top 100 Independent Financial Advisors in the country from 2010-2013.

Outside Freestone

A northwest native, Bob currently resides in Washington wine country in Woodinville, Washington and enjoys hiking, camping and traveling with his wife Abby and their three children.

 

Location

701 Fifth Avenue, 74th Floor
Seattle, Washington 98104

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