Meld News

The articles found here will contain news and announcements about Meld Financial, Inc. We will post important company announcements, new hires, awards and other important Meld happenings.

A calendar with a pin marking an important date and the words “Spring 2025 Events”
Spring 2025 Sponsorships, Events, And Webinars

Meld News

This spring, we will sponsor several community events, host our annual shredding event, and provide two valuable webinars.

Meld Financial team members, Ashley Burrell, Madison Caswell, Stevie Fleming, and Holly Criss with the word “Congratulations”
Furthering Education to Better Serve You

Meld News

Four Meld Financial employees recently received new certifications that will help them to better serve you.

Justin Tackett, Associate Wealth Manager at Meld Financial
The Meld Team Is Growing! We Are Pleased to Welcome Justin Tackett

Meld News

We are excited to announce that Justin Tackett recently joined the Meld Financial team as an Associate Wealth Manager.

Matthew Gensler, Managing Director, Portfolio Management and Chief Investment Strategist at Meld Financial
We Are Excited to Welcome Matthew Gensler to the Meld Team

Meld News

Matthew Gensler recently joined the Meld team as Managing Director of Portfolio Management and Chief Investment Strategist.

A microphone sitting in front of an auditorium.
Meld Spring Sponsorships and Webinars Announced

Meld News

We will be sponsoring several community events this spring and hosting valuable webinars on Social Security and Medicare.

Kyle Whittington, Owner and President of Meld Financial & Blake May, Partner
Announcing New Owner and New Partner

Meld News

President Kyle Whittington accepted ownership of Meld following Mark McGarvey’s retirement and Blake May became a partner.

Meld Financial, Inc. - Independent Wealth Management, Financial Planning, CFP®, Investing
Meld Financial Announcement

Meld News

Meld Financial is pleased to formally announce an exciting change to our current structure. Read this article to learn the details.

Mark Mcgarvey, Chairman of Meld Financial, Kyle Whittington, President of Meld Financial
Announcing: Mark McGarvey, Chairman, Kyle Whittington, President

Meld News

Join us in congratulating Mark McGarvey, Chairman, and Kyle Whittington, President, on their new roles at Meld Financial.

Congratulations Pat Burris, CFP® of Meld Financial
Join Us in Congratulating Pat Burris

Meld News

After 24 years of full-time employment with Meld Financial, Pat will be transitioning to a part-time consulting role as she starts the journey into retirement.