Join Us in Congratulating Pat Burris

School of Meld News

Congratulations Pat Burris, CFP® 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.


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

A social security card with the words "Free CPE / CLE Webinar" in place of the name
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.

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.

Medicare for CPAs and Attorneys - Earn Free CPE / CLE Credit
Medicare Educational Webinar Exclusively for CPAs & Attorneys

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

Trending Articles

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

COVID-19 cases rising. Earnings season reveals more positive results. Housing market shows signs of slowing.

Wealth managers are key to your investment strategy.
5 Characteristics of a Quality Wealth Manager

School of Financial Wellness

Looking for a quality wealth manager? We pulled together our list of the 5 most important qualities to consider during your search.

Security Filing Strategies
What is Your Social Security Full Retirement Age and Why It Matters?

School of Social Security & Medicare

The Social Security defines Full Retirement Age (FRA) as the age at which you are entitled to receive your full Social Security benefits known as Primary Insurance Amount (PIA).

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