Ashley joined Meld Financial in 2016 and brings over a decade of experience in investment research, trade operations, and client service. She leads the investment department, overseeing portfolio design and security selection for both individual and institutional clients, including employer retirement plans. Ashley also manages the firm’s investment platforms & strategies across mutual funds, ETFs, stocks, and fixed income portfolios.
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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.
