About
MELVIN FINANCIAL, LLC is located at 121 W. Trade Street, Suite 2010, in the heart of Charlotte's Uptown financial district.
For more than 40 years, we've designed insurance solutions for some of the most successful families and closely held businesses in the Carolinas - solving estate tax, business continuity, and executive compensation challenges that traditional financial planning can't address alone.
We don't manage money or handle investments. We solve specific, high-stakes problems using life insurance strategies that work alongside your existing advisors.
We represent only major, well-respected insurance carriers. Much of our new business comes from satisfied clients and referrals from CPAs, attorneys, and wealth managers who recognize when their clients need our specialized expertise.
References available upon request.