Tami McDonald, CFP®

School of

Tami McDonald, CFP®

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.

 

Tami has over 30 years in finance and investing experience. In 2017, she founded Brookstone Wealth Management in Columbus, GA, as an affiliate of Meld Financial, to share her wealth and experience with the people – and most importantly, the women – in her area. Tami is active in her community and gives her time to several organizations including Kiwanis of Columbus, Phenix City Youth Football & Cheerleading League, and The United Way of Chattahoochee Valley, to name a few.

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