Blake has been in the financial services business since 2014, joining Meld Financial in November 2018. As an Associate Wealth Manager, he assists clients in organizing, developing, implementing and maintaining a plan for meeting their financial goals, including investing, retirement planning and education saving, as well as insurance, tax and estate planning.
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.