Meld Financial

Meld Financial is an Independent Wealth Management company in Birmingham, AL.
Mark McGarvey and wife Lynn Campisi introduce Meld University Cooks: New Orleans Pecan Pralines
Meld University Cooks: New Orleans Style Pecan Pralines
 December 7, 2020

School of Meld News

As a gift to our clients and all of you in this unconventional holiday season, Lynn Campisi will show you how to make New Orleans Pecan Pralines.

Mark McGarvey, Kyle Whittington, and Burt Caldwell
Meet our Vice President, Marketing
 July 9, 2018

School of Meld News

William B. (Burt) Caldwell, Jr., Vice President, Marketing. Burt joined the Meld Financial team in June 2018 after two decades of being a client.

Mark McGarvey shaking hands with new Meld Financial partner Jamie Cornehlsen
State of the Company – Jamie Cornehlsen, Partner
 May 10, 2018

School of Meld News

Mark penned a letter on the State of the Company that was mailed to all of our clients, centers of influence and personal associates.

Tami McDonald, CFP at Brookstone Wealth Management, LLC, an affiliate branch of Meld Financial
Meet Our Newest Advisor
 October 5, 2017

School of Meld News

Meld Financial is pleased to introduce you to our newest advisor, Tami W. McDonald, CFP®, founder of Brookstone Wealth Management, LLC in Columbus, GA.

Mark and Kyle shake hands - Kyle Whittington name new partner
State of the Company – Kyle Whittington, Partner

School of Meld News

Mark recently shared the state of the company and news that Kyle Whittington, CFP® has become the 1st partner and an equity owner of Meld Financial, Inc.