Meet Our Newest Advisor

School of Meld News

Tami McDonald, CFP at Brookstone Wealth Management, LLC, an affiliate branch of Meld Financial

Join us for our next event: Rollover and Play Dead. Does Your Estate Plan Really Work? with speaker Lynn Campisi, J.D., LL.M.

The webinar will be held on April 20th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.


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 Synovus Financial Corporation in Columbus, GA.  Her interest in being an independent business owner has been an aspiration for many years and became a reality in 2017. Tami’s philosophy of always putting her clients first matched perfectly with Meld’s core values of recommending the same course of action we would choose for ourselves, given the same circumstances. Meld Financial is fortunate to have Tami join our team of professionals providing services to meet the needs and desires of our clients.

Tami’s strong desire to serve her clients and community are represented in the many organizations in which she has been involved. She is a past mentor of the Servant Leadership program at Columbus State University and a graduate of the Synovus Leadership Institute as an Emerging Leader.  She is a past board member and active participant of Kiwanis of Columbus, past board member and director of cheerleading of the Phenix City Youth Football and Cheerleading League, current board member and past chair for the United Way of Chattahoochee Valley Women United Council, graduate of the Greater Chamber of Commerce Leadership Columbus program, and member of Golden Acres Baptist Church.  Tami is a single mom and raised a vibrant daughter that graduated from University of AL and now studying Veterinarian Medicine at Tuskegee University.   In her spare time loves spending time with her family and friends, enjoying the outdoor life and deepening her passion for salt-water fishing.

Tami attended Auburn University and graduated from Columbus State University, Columbus, GA. She is a graduate of the College of Financial Planning and has obtained certificates of achievement as an Accredited Private Wealth Advisor and Masters of Women’s Advisory.  Along with her CFP®, Tami holds license in Series 7 and 66, Life, Annuity and Long-term Care Insurance.

For more beneficial information on Investment or Financial Planning, Social Security, Medicare, and more visit Meld University. If you would like schedule an appointment with one of our knowledgeable advisors click here or call us at 205-967-4200.

Join Us for a Meld University Event

Meld Financial - Shred It - Event benefiting Children's Hospital of Alabama
Shred-It to benefit Children’s Hospital of Alabama

Bring your sensitive documents to be securely destroyed by Shred-It on site! Sponsored by Meld Financial for the benefit of Children’s of Alabama.

Preparing For Long Term Care Expenses in Retirement
Preparing for Long-Term Care Expenses in Retirement

Long-term care expenses represent a significant threat to your retirement outlook and can deplete a retirement nest egg quickly.

Financial Fingerprint™ by Meld Financial. Secure YOUR retirement plan.
Financial Fingerprint: How to Approach Your Retirement Questions

We are excited to introduce Financial Fingerprint™, our unique, retirement-focused planning process. Join us for this no-cost webinar to learn more!

Trending Articles

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).

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.

Social security medicare retirement text art word jumble
Special Social Security Filing Strategies

School of Social Security & Medicare

If you were born before January 2, 1954 you may be able to have your cake and eat it too regarding Social Security. In this article, we explore this special strategy.

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