Holly Criss, FPQP™

School of

Holly Criss - Associate, Client Advisory Services at Meld Financial

Join us for our next event: Defense Wins Retirement: How to Shift Your Strategy From Growth to Income with speaker Kyle Whittington, CFP®.

The webinar will be held on March 30th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.

 

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 - Chairman - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, Chairman