Holly Criss, FPQP™

School of

Holly Criss - Associate, Client Advisory Services at Meld Financial

Join us for our next Meld University webinar: Defense Wins Retirement: Shifting Your Strategy from Growth to Income on August 25th from 3:00 – 4:30 PM CDT with speaker Kyle Whittington, CFP®.

Click here for more details and to rsvp.

 

Holly joined Meld Financial in 2007 and provides operational support to all areas of the firm. She provides integral services in the financial planning process, servicing of client accounts, and heads up our client service commitment.

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