Partner Bios

Our Background & Experience

SCOTT SNIDER
CFP®, CRPC®, PARTNER

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Helping clients simplify the complexities of their personal finances in an impactful way is what drives Scott and his business. Ever since he witnessed the stressful effect the dot-com stock market crash had on home life as a kid, Scott wanted to break into the financial services industry to help other families avoid the same financial regrets his Dad and Mom suffered.

After spending nearly 10 years working for large financial institutions, Scott decided it was time to strike out on his own in 2016 and start Mellen Money Management. With the primary purpose being the ability to deliver truly independent advice, as well as offer a more specialized service around college planning. After all, the student loan problem isn’t going away anytime soon.

Today, Scott works with his clients to solve everyday problems like how much to save towards retirement, how much cash should be put aside in savings for a rainy day, how much insurance is enough, and what is the most you should spend on a house. More than anything else, it’s Scott’s mission to help his client’s bring all of their competing financial priorities into focus. Thereby allowing them to maximize their wealth and live a better life.

PROFESSIONAL BACKGROUND

  • BS in Finance — Miami University 

  • Wells Fargo Advisors — 2 years

  • Frank Wealth Management — 1 year

  • Huntington Bank — 6.5 years

  • $44M in assets under management

  • Responsible for 3 retail branches

  • Assistant manager for 18 months

  • FPA Northeast Florida Board Member

  • Member of XY Planning Network

  • Member of NAPFA

  • Finance Advisory Council at University of North Florida

PERSONAL LIFE

  • Scott and his wife, Emily, reside in Nocatee with their 2 daughters and 2 dogs

  • Originally from Columbus, OH

  • Big Ohio State Buckeyes fan

  • Loves animals and spending time outdoors

  • Enjoys playing tennis and basketball, or really anything sports related

IAN AGUILAR
CFP®, MBA, PARTNER

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A local native of the Ponte Vedra area, Ian is the son of Jorge & Gina Aguilar. Jorge has been a practicing physician for over the past 30 years in Jacksonville while Gina has been a long time swim coach, currently with the Bolles High School. His parents ability to help improve their local community is what has motivated him to undertake a profession in financial services in an effort to have a similar positive effect here in Jacksonville.  

After working with well established teams whose clientele were mostly spread throughout the United States, Ian’s desire to affect his local community drove him to branch out and begin to offer his services to all people who needed help in regards to their personal financial planning. After meeting Scott and exploring Mellen Money Management, with its emphasis on delivering truly independent advice and an added focus on college planning, it was a great match. Ian joined and became a partner in May of 2019.

Ian works with his current clients to provide the same high level of service and care from his previous roles in all facets of his client relationships. His emphasis revolves around the three core components of financial planning that Mellen Money Management subscribes to, which are: 1) cost efficient investment management, 2) comprehensive planning with an focus on life goals, such as retirement, and 3) college planning while taking it beyond how much to save, but helping clients implement strategies to reduce the total cost of college. The key is making sure that all elements of the financial planning process are working in harmony towards the betterment of his clients.

PROFESSIONAL BACKGROUND

  • MBA in Finance - Rollins

  • BA in Economics - Colgate University

  • Bank of America - 6 years

    • Worked on a team managing approximately $1.5 Billion in assets

    • Helped in managing over 45 ultra high net worth relationships

  • Helped transition his team from Bank of America to UBS

  • Capital Analysts of Jacksonville - 1 year

  • B&C Financial Advisors - 6 months

  • FPA of Northeast Florida Board Member

  • President Elect of the Rotary club of Ponte Vedra

  • Member of local Knights of Columbus chapter

PERSONAL LIFE

  • Ian and his wife, Nikki, live in Nocatee, FL with their dog Weston while expecting their first baby girl in July of 2019. 

  • Was raised in Ponte Vedra Beach, FL

  • Played collegiate football and enjoys keeping up with the Florida Gators and Jacksonville Jaguars

  • Participates in playing tennis, basketball, and golf in his free time

Call

(904) 580 - 4698

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