Paul Meloan January 4, 2016 1 Min Read Bring-your-old-401k-home-this-year The money in the plan belongs to you, and what you do about it matters. Share: Paul Meloan Paul Meloan is the co-founder and co-managing member of Aegis Wealth Management, LLC, in Bethesda, Maryland USA. Before Aegis Paul was a practicing attorney as well as working in the tax practice of Ernst & Young, LLP. Advisor Role Whither the free lunch Paul Meloan August 21, 2013 Basic Training The brokerage and custody business Paul Meloan November 26, 2019 Fiduciary Duty Unbiased advice vs. the incentive Paul Meloan September 9, 2016 View Comments There are currently no comments.
