Announcing: Mark McGarvey, Chairman, Kyle Whittington, President

School of Meld News

Mark Mcgarvey, Chairman of Meld Financial, Kyle Whittington, President of Meld Financial

Our latest event has concluded, but you can still watch the replay:

Financial Fingerprint: How to Approach Your Retirement Questions presented by William D. Connor, Financial Advisor at Meld Financial.
 

Join us for our next live Meld University Event:

DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income presented by Kyle Whittington, CFP®, President at Meld Financial. The webinar will be held on August 24th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.

 

Over the last few months, Kyle Whittington, Partner, has been overseeing the day-to-day operations here at Meld Financial. Our founder, Mark McGarvey, has been eager to take advantage of his careful retirement planning and enjoy more time off. Kyle has been integral in maintaining the “Meld Way” of financial planning as Mark has transitioned to fewer hours in the office.

Mark started Meld Financial over 30 years ago and has maintained the following mission: We will always recommend the same course of action we could choose for ourselves, given the same circumstances. Kyle has been with Meld Financial for almost 15 years and has proven his ability to deliver on this mission.

Now, we believe it is time to “make it official” and name Kyle Whittington as our newest President. Mark McGarvey will maintain his role as Chairman.

Please join us in congratulating Kyle on continuing the success we have built here at Meld Financial and Mark for taking the next step to ensuring Meld Financial a bright and lengthy future. And don’t worry, Mark has been and will continue to be a mainstay here at Meld, but in an oversight and leadership role that can help ensure Meld Financial continues his vision.

Join Us for a Meld University Event

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Social Security Educational Webinar Exclusively for CPAs & Attorneys

Learn some of the nuances with Social Security at the 1-hour CPE/CLE educational webinar exclusively for CPAs and Attorneys, hosted by Meld Financial.

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DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income

Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.

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Learn how Medicare works and when you can get premiums reduced at this educational webinar for CPAs and Attorneys, presented by Meld University.

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Why Meld Financial?

Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.

We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.

We provide independent and objective services melded with customer-driven financial goals.

Mark McGarvey - Chairman - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, Chairman