Dalton M. Mellon Portfolio Manager

Peoria, IL
309-685-0033

Experience

In 2013, I started at DVI right out of college. I found out that my strengths lie in the portfolio management side of things. Being an Advisory Analyst eventually led me down the path to my current position as a Portfolio Manager.

Credentials

Chartered Financial Analyst (CFA)

Education

Bachelor of Science in Finance from University of Illinois.

What are the values that drive you in your professional and personal life?

Integrity, diligence and empathy are the things that drive me.

What is your favorite thing about DVI?

Working alongside a team of knowledgeable and high-level professionals is the best part of working at DVI.

What do you enjoy doing in your free time?

I enjoy golfing, duck hunting with my Red Labrador, and cooking in my spare time.

There’s a Team Behind Every DVI Team Member

DVI is not one person. Our clients come to understand that although they may interact with particular team members more than others, there is a multi-disciplinary team of professionals hard at work for them, collaborating each and every day on their behalf.

Meet the Team

Fiduciary from the Start

Our founder, David Vaughan, created DVI 45 years ago with an instinctive fiduciary mindset. He wanted to help his neighbors and community members grow and protect the financial success they had achieved in their lives. By building trust, he built a business that has grown in size and services. Today, we carry David's legacy forward with more comprehensive offerings to serve the ever-changing needs of our clients in Central IL and Central FL.

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