Brian T. Melvin
Atlanta,GA
Summary
External annuity wholesaling professional with 15+ years of experience driving advisor production and territory growth across broker-dealers, banks, credit unions, and RIAs throughout the Southeast. Proven ability to develop advisor relationships, deliver product education, and position annuity solutions supporting retirement income strategies.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Executive Relationship Manager
Morgan Stanley
Atlanta, GA
01.2025 - Current
- Manage relationships with corporate executives and stock plan participants
- Provide stock plan liquidity and diversification guidance to high-net-worth clients
- Facilitate introductions between executives and Morgan Stanley Financial Advisors
Senior Relationship Manager
Morgan Stanley
Atlanta, GA
01.2021 - 01.2025
- Delivered consultative guidance on equity compensation and diversification strategies
- Generated 250+ executive referrals to Morgan Stanley Financial Advisors
- Recognized for Most Converted Stock Plan Assets to the Morgan Stanley platform
Regional Vice President | External Wholesaler
NYSA Capital
Atlanta, GA
01.2020 - 01.2021
- Managed Southeast territory marketing alternative investments to financial advisors
- Expanded producing advisor base 65% year-over-year
- Conducted advisor education meetings and product presentations
Divisional Marketing Director | External Wholesaler
AXA Distributors
Atlanta, GA
01.2017 - 01.2018
- Distributed variable annuities to bank and independent financial advisors across GA and SC
- Generated $23M territory growth in first year
- Conducted 15–25 weekly advisor meetings including presentations and seminars
Regional Vice President | External Wholesaler
Ohio National Financial Services
Atlanta, GA
01.2006 - 01.2016
- Generated $520M+ in fixed and variable annuity sales across GA, TN, AL, MS
- Built start-up territory to #4 producing region nationally within three years
- Managed relationships with 200+ financial advisors
- Conducted 20+ weekly advisor meetings including seminars and retirement income workshops
- Developed advisor segmentation strategies to prioritize top-producing advisors and increase territory production
Education
Master of Arts - Mass Communication
Emerson College
Bachelor of Science - Management
Bridgewater State University
Skills
- $520M fixed and variable annuity sales — Ohio National
- Built start-up territory to #4 producing region nationally (43 territories) within three years
- Generated $23M territory growth in first year — AXA Distributors
- Expanded producing advisor base 65% year-over-year — NYSA Capital
- Generated 250 executive referrals to Morgan Stanley Financial Advisors
Certification
FINRA Series 6, 7, 63 | Life, Accident, Health & Annuity Insurance License
Timeline
Executive Relationship Manager
Morgan Stanley
01.2025 - Current
Senior Relationship Manager
Morgan Stanley
01.2021 - 01.2025
Regional Vice President | External Wholesaler
NYSA Capital
01.2020 - 01.2021
Divisional Marketing Director | External Wholesaler
AXA Distributors
01.2017 - 01.2018
Regional Vice President | External Wholesaler
Ohio National Financial Services
01.2006 - 01.2016
Bachelor of Science - Management
Bridgewater State University
Master of Arts - Mass Communication
Emerson College
Territory & Channel Expertise
- Territory Coverage: Georgia | Tennessee | Alabama | Mississippi
- Distribution Channels: Warehouse | Regional Broker-Dealers | Independent Broker-Dealers | Bank Programs | Credit Union Networks | RIAs
Slills
- Territory Management
- Public Speaking
- Consultative Selling
- Budget Management
- Product Positioning & Training
- Social Media Marketing
- CRM