Meet our Vice President, Marketing

School of Meld News

Mark McGarvey, Kyle Whittington, and Burt Caldwell

Join us for our next Meld University webinar, Preparing For Long Term Care Expenses in Retirement on October 17th at 3:00 PM CDT with speaker Blake May, J.D., CFP®, Meld Financial.

Click here for more details and to rsvp. There is no cost to attend, but you must register in advance.

 

William B. Caldwell, Jr.

Vice President, Marketing

Burt joined the Meld Financial team in June 2018 after two decades of being a client. Burt heads up our marketing department with his key focus on developing new business initiatives. In addition, Burt manages Meld’s advertising and promotion efforts. Prior to joining Meld Financial, Burt worked with U.S. Steel Corporation for 35 years before retiring in 2016. His diverse commercial experience provides a new approach to expanding the Meld Financial brand.

Education and Credentials

  • B.S. Management Engineering, Grove City College, Grove City, PA – 1980
  • 35+ years of work experience with U.S. Steel. The majority of which was spent in leadership positions in marketing, sales and customer service.

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 - President - Meld Financial

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

-Mark McGarvey, President