Meet Our Newest Advisor

School of Meld News

Tami McDonald, CFP at Brookstone Wealth Management, LLC, an affiliate branch 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.

 

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

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™
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.

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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