Jim Mellendick

Jim Mellendick, Managing Director, Wealth Management

Jim Mellendick is the Managing Director, Wealth Management. As a seasoned executive whose financial services career has spanned more than 16 years in wealth management and banking, Jim is responsible for building and leading SECU Financial Partners. His team will focus on providing a holistic approach to financial planning, which offers a partnership between advisor and credit union members in support of their overarching financial goals.

Prior to joining SECU Financial Partners, Mellendick spent 11 years at Wells Fargo. Most recently, he was Senior Vice President, Strategy Consultant for the partnership between branch banking and wealth management. Prior to that role, Mellendick managed a region of 29 Financial Advisors, managing assets as a Regional Brokerage Manager at Wells Fargo Advisors in Central Virginia. He also served on the Regional Brokerage Manager National Advisory Council. Before joining Wells Fargo, Jim began his career as a Financial Advisor with Morgan Stanley in Baltimore. Mellendick holds a Bachelor of Business Administration in finance from Loyola University of Maryland.

Jim has served on several boards throughout his career. Most recently, he served on the board of directors, and as treasurer with both Big Brothers Big Sisters of Virginia and Virginia Supportive Housing. He believes in the importance of giving back to the community in which we serve and looks forward to getting involved in Maryland again as he transitions back to the state.

Jim is a native to Maryland and he and his wife, Kate, recently returned home to the Baltimore area after spending five years in Virginia. He enjoys playing tennis, and he and Kate love to travel and spend time with family and friends. Not only is Jim excited to serve SECU members in his home state, he is also excited to be back in the Baltimore area to cheer for the Ravens and Orioles.

Contact Jim

jim.mellendick@lpl.com

O: 410-487-7502

C: 410-271-8693

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