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.