The Mellos Group

The Mellos Group at Morgan Stanley is a multigenerational wealth management practice with over three decades of experience providing advice to affluent investors. 

Our team is  firmly committed to delivering an exceptional level of service by engaging in continuous dialogue and education to best understand client objectives and to help improve decision making.

Clients are charged one all-inclusive fee for investment management and advice based on a percentage of assets managed.  There are no hidden fees and no trade commissions.

The Mellos Group works with teams in both the Private Wealth Management and Greystone Institutional Consulting divisions of Morgan Stanley when appropriate. 

Please contact us to learn more about how we work with our clients.
Services Include
  • Wealth Consulting
  • Asset Management1
  • Estate Planning Strategies2
  • Divorce Financial Analysis3
  • Retirement Planning4
  • Business Succession Planning5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

101 California St. 3rd
Fl.
San Francisco, CA 94111
US
Direct:
(415) 693-7558(415) 693-7558
Toll-Free:
(800) 347-3488(800) 347-3488

Meet The Mellos Group

About Me

Faye has enjoyed helping individuals and families make informed decisions related to their financial well-being for over 38 years.  By tapping the breadth of her experience in the financial services field she provides an active level of service customized for each client to help them achieve their financial goals.

Faye helps each of her clients achieve their financial aspirations by working with clients and their families with a primary focus of maximizing tax efficiency, wealth preservation and developing next generation plans. It is this holistic approach that helps clients to understand the intricacies of investing and estate planning. Many of her clients are women and she enjoys the opportunity to help them address their unique issues and help assure their financial security now and in retirement.

Faye is an active member of the community and serves on the Executive Board of "That Man May See", the fund raising arm of the UCSF Department of Ophthalmology. In addition she is a 30+ year member of Zonta International, and worldwide service club with the sole focus of advancing the status of women. She is a board member of the Friends of the Commission on the Status of Women, San Francisco.

Faye and her husband, Michael, live in San Francisco.  Her son, Eric, is now working with the Mellos Group as a registered financial advisor.

The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA® designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

BM/Supervisor; Securities Agent: AL, AR, AZ, CA, CO, ID, MD, ME, MI, MT, NC, ND, NH, NJ, NV, NY, OR, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1394665
CA License#: 0B76089
Securities Agent: TX, CA, WA, VA, UT, OR, NY, NV, NJ, NH, NC, MT, MI, ME, MD, ID, HI, GA, CO, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1394665
CA Insurance License #: 0B76089

About Me

For over thirty years Philip has worked with investors to help grow and preserve their wealth using a multitude of financial strategies.  He is passionate about working with clients to help minimize the stress of managing their finances and allow them to enjoy the important things in life.

After completing a tour of duty in the early seventies with the US Army in Germany, Philip attended the University of North Dakota.  His financial career began at EF Hutton and Co. in 1979 helping clients meet their financial goals.  Over the years Philip has also developed an extensive banking and lending expertise that has included a position as Wachovia Bank’s Regional Banking Consultant for Southern California.  He joined the present day Morgan Stanley initially in 1999 and works currently with The Mellos Group utilizing Morgan Stanley Wealth Management’s extensive intellectual capital and wide range of services tailored to benefit affluent families and investors.

As a member of The Mellos Group at Morgan Stanley, Philip’s activities are client relationship centered with a focus on asset management strategies, risk management and investment capabilities customized for each client.  Philip also provides his clients with access to banking and lending services.  The Mellos Group reflects his strong belief in the power of the collaborative process. Each member of the group brings exceptional knowledge and experience that helps craft the best possible results for their clients.

Philip’s wide ranging business background has also included ownership for several decades of a diversified grain operation and cattle ranch in North Dakota.  Philip is a member of Delta Tau Delta Fraternity.
Securities Agent: UT, TX, CA, WA, VA, OR, NY, NV, NJ, NH, NC, MT, MI, ME, MD, ID, CO, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1347354
CA Insurance License #: 0G91542

About Me

Ellen provides professional and comprehensive administrative, sales and operational support to the Mellos Group and client services. Her goal every day is to give the best customer service to her team and the Mellos Group clients.

Prior to joining the Mellos group in San Francisco, she brought with her a wealth of experience of 30 plus years as a Registered Service Associate from Morgan Stanley Smith Barney in Berkeley, California and as a Wire Operator at Merrill Lynch and Bateman Eichler. She received an associate degree in Business Administration, holds a Series 7 and 63 Licenses and continues to receive on-going training to keep up with current trends and technology, laws and SEC regulations.

Ellen loves adventure and enjoys traveling with her friends and family. She has traveled to many countries around the world and enjoys good wine and good food. One of her hobbies is to shop for her beautiful granddaughter, Lainy. She is also a philanthropist at heart and has gone to many mission trips in the Philippines and in South Africa. 
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Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
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  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
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Ready to start a conversation? Contact The Mellos Group today.
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1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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