Our People

 

Mel Gross, CLU, ChFC, MSFS AEP

Mel has more than 47 years of experience in the financial services industry.  He has earned the CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant) and MSFS (Master of Science Financial Services) designations. Accredited Estate Planner (AEP)  Mel is a registered representative offering investments and advisory services through Lincoln Financial Securities and has successfully completed the FINRA sponsored series 7 and 65 securities examinations

Mel works closely with clients to understand their objectives.  Then, he develops and upon agreement from the clients,  implements strategies to assist them in pursuing their goals.  He emphasizes wealth accumulation, distribution and preservation.

Mel is an active member of the following industry organizations:  Houston Business & Estate Planning Council, Past President, National Association of Life Underwriters, Houston Association of Life Underwriters, and is a life member of the Million Dollar Round Table..

Mel is also involved in the following civic and philanthropic organizations: Rotary Club of Houston (Lombardi Award Committee and past Treasurer), Anti-Defamation League (Board Member), Westwood Golf Club (Member), and  past Chairman of Operation Rainbow, an international organization for orthopedic and reconstructive plasticsurgery on children.