Ashley Burrell, CFP®

School of

Ashley Burrell, CFP - Associate Wealth Manager at Meld Financial

Join us for our next Meld University Event, “Medicare Educational Webinar Exclusively for CPAs & Attorneys” with speaker Patricia L. Burris, CFP® on May 26, 2020 at 3 p.m. Click here to reserve your seat.

 

Ashley began her career in the financial services industry in 2015, joining Meld Financial in February of 2016. Ashley provides integral support in client advisory service and investment portfolio needs. She focuses on design and detail in investment plans for clients. She also maintains Meld Financial’s investment platforms and portfolios.

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