Patricia L. Burris, CFP®

School of

Patricia L. Burris, CFP® Vice President Corporate & Retirement Plan Services at Meld Financial

Join us for our next Meld University webinar: Defense Wins Retirement: Shifting Your Strategy from Growth to Income on August 25th from 3:00 – 4:30 PM CDT with speaker Kyle Whittington, CFP®.

Click here for more details and to rsvp.

 

Pat has been in the financial services business since 1981 and is very knowledgeable in all aspects of qualified retirement and non-qualified deferred compensation plans as well as Social Security planning. Pat joined Meld Financial in 1997 and is directly responsible for the management of our institutional client relationships and oversees the daily operations of the firm.

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 - President - Meld Financial

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

-Mark McGarvey, President