Financial Fingerprint: How to Approach Your Retirement Questions presented by William D. Connor, Financial Advisor at Meld Financial.
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.