Meld Financial
Join Us in Congratulating Pat Burris
February 2, 2021School of Meld News
After 24 years of full-time employment with Meld Financial, Pat will be transitioning to a part-time consulting role as she starts the journey into retirement.
Meld University Cooks: New Orleans Style Pecan Pralines
December 7, 2020School 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.
Meet our Vice President, Marketing
July 9, 2018School 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.
State of the Company – Jamie Cornehlsen, Partner
May 10, 2018School 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.
Meet Our Newest Advisor
October 5, 2017School 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.
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.