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Shaun Melby (CFP®)

Shaun Melby focuses in the
following client markets or areas of practice:

  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Millennials
  • Professional Athletes or Entertainers

Additional Information

My name is Shaun Melby and I am the founder of Melby Wealth Management. At the time of my certification, I was one of the youngest CERTIFIED FINANCIAL PLANNER™ practitioners in the country. I have over 10 years of experience in the financial industry while working closely with some of the biggest names in music. I believe the financial planning process is the best way to create and maintain wealth, so I formed Melby Wealth Management to help as many people as possible work towards achieving their dreams and obtaining financial peace of mind.

I moved to Nashville in 2005 from Wisconsin to earn a BBA in Finance as well as Music Business from Belmont University. My wife and I call Nashville home. During my spare time, I enjoy going to Nashville Predators games, cheering on the Green Bay Packers, and spending time with family and friends.

 

Professional Details

Experience

  • Wealth Manager - Melby Wealth Management, LLC - 2018-Present

  • Vice President - Wiatr and Associates, LLC - 2009-2018

Professional Designations and Licenses

Professional Associations

  • Financial Planners Association

  • XY Planning Network

  • National Association of Personal Financial Advisors

Education

  • Bachelor of Business Administration: Finance, Music Business: Belmont University - 2008

  • Certificate in Financial Planning - Kaplan - 2011

NAPFA Start Date

April 25, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

PO Box 332031 Nashville, TN 37203-7519 Phone: (615) 891-5444
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