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