Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Allen R. Mellow

Senior Vice President–Wealth Management

Financial Advisor

Al joined the financial services industry in 1967 and is a graduate of California State University, Long Beach. Al's prior experience as a branch manager gives him special insight in strategic planning and implementation. Our clients include pre-retirement and retired couples, small business owners and their families, and non profit foundations. Al is an active supporter of numerous charities in the Long Beach area. Al enjoys golfing and sporting clays. Al lives in Long Beach with his wife Judy and daughter Lisa.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV

Education

  • California State University, Long Beach
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
  • (562) 343-9230

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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