Pat joined Meld Financial in 1997 serving as Vice President Corporate and Retirement Plan Services. In
February 2021 she transitioned to a part-time consulting role serving as Meld’s resident Social Security
and Medicare Specialist. She has over 40 years in the financial services industry and more than a decade helping clients navigate the maze of Social Security and Medicare.
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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.
