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.