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News and Announcements

Mark McGarvey, Kyle Whittington, and Burt Caldwell

Meet our Vice President, Marketing

William B. 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 – New Partner

In April, Mark penned a letter on the State of the Company that was mailed to all of Meld Financial’s clients, centers of influence and personal associates. In the letter, Mark shared news that Jamie Cornehlsen, CFA® would become partner in a few short weeks. Meld would like to officially announce that Jamie is now […]

Tami McDonald, CFP at Brookstone Wealth Management, LLC, an affiliate branch of Meld Financial

MEET OUR NEWEST ADVISOR

Meld Financial is pleased to introduce you to our newest advisor, Tami W. McDonald, CFP®. Tami is the founder and President of Brookstone Wealth Management, LLC. Brookstone is located in Columbus, GA and an affiliate branch of Meld Financial, located in Birmingham, AL. Tami has over 28 years of banking and wealth management experience with […]

Mark and Kyle shake hands - Kyle Whittington name new partner

State of the Company – New Partner

In November, Mark penned a letter on the State of the Company that was mailed to all of Meld Financial’s clients.  In the letter, Mark shared the news that Kyle Whittington, CFP® has become the first partner and an equity owner of Meld Financial, Inc.  Click below to read Mark’s 2016 State of the Company letter […]

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