Join Us in Congratulating Pat Burris

School of Meld News

Congratulations Pat Burris, CFP® of Meld Financial

Please join the Meld Financial team in congratulating our own Pat Burris, CFP® in beginning her retirement journey at the end of this month. After 24 years helping you, our clients, plan successful retirements, Pat will now start enjoying the rewards of her own careful planning!

Transitioning to a Consulting Role at Meld Financial

We know this is exciting news for everyone, but don’t worry. Beginning in February, Pat will move to a consulting role with Meld where she will remain available for our team and clients to share her years of retirement and deferred compensation plan, financial planning, Social Security, and Medicare knowledge.

In her new role, Pat will continue to conduct occasional webinars on Social Security and Medicare and provide valuable insights to our team, but she will reduce her hours in the office. After so many years of careful planning, in addition to guiding you all, we are so excited for Pat as she begins this new and exciting stage of her career. Again, please join us in congratulating her!

If you have questions, or if you’d just like to say congratulations, don’t hesitate to contact the Meld Financial team. We look forward to continuing to provide you with the excellent service and advice to help you plan a successful retirement.

Join Us for a Meld University Event

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Are you or a loved one over age 60, or retiring soon, and wondering: When do I need to sign up for Medicare? How do I sign up?

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Navigating the Social Security & Medicare Maze

Complete the Form Below to Sign Up for this Event. You will receive a confirmation email when you sign up. Join us on October 25 at the stunning Birmingham Botanical Gardens to hear from our resident Social Security and Medicare specialist Pat Burris. If you cannot attend this in-person event, be sure to sign up... Read more »

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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