Kyle B. Whittington, CFP®

School of

Kyle Whittington, CFP®, Partner, Vice President Client Advisory Services

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.


Kyle has been in the financial services business since 2006, joining Meld Financial in January 2007. Kyle is in charge of the retail client advisory service of Meld and services Meld’s individual clients with their investment portfolio needs. In addition, Kyle oversees Meld’s Investment Department, focusing on design and implementation of investment plans for clients. Kyle also maintains our investment platforms, including Meld’s mutual fund portfolios, bond ladders, and stock portfolios.

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