Nolan Melo
Nolan Melo
Associate Financial Planner
With an ambitious track record, Nolan Melo is focused on offering our clients the same dedication and knowledge that he’s brought to the table in all his academic endeavors.
Committed to his studies he earned a BS in Finance from Providence College with honors & Dean’s List. Using his time wisely at PC, Nolan served as an active member of the CFA Society, Finance Society, Risk Management Club, Digital Asset Association, and the Student Investment Fund. His hands-on experience in managing significant investments across the Telecom and Industrial sectors, DCF analysis, and portfolio management empowers his ability to offer strategic equity recommendations and successful stock pitches.
Nolan is committed to professional development, using his free time to complete certifications in FactSet, Bloomberg Market Concepts, and most recently, passing the Securities Industry Essentials® (SIE®) Exam. He is currently studying for the Series 65 exam and looks to earn his CFP designation in the future.
When he isn’t working on continuing his education, Nolan likes to stay active — he enjoys golfing, playing basketball, and spending time with friends and family.
A few fun facts — Nolan:
- has a French Bulldog named Bella
- is proficient in Spanish
- hasn’t met a piece a bacon he doesn’t like
- is an avid fan of the Providence Friars and Boston sports teams and enjoys going to games
Schedule a Meeting
Now that you know a little bit about who we are and what we do, consider scheduling a meeting. Our discovery session is a no-pressure way for us to get to know each other.