Whitney Clifton

December 17, 2019

School of

 Whitney Clifton - Executive Assistant at Meld Financial

Join us for our next Meld University Event, “Medicare Educational Webinar Exclusively for CPAs & Attorneys” with speaker Patricia L. Burris, CFP® on May 26, 2020 at 3 p.m. Click here to reserve your seat.

 

Whitney joined Meld Financial in 2015 and provides administrative support to everyone in the firm. She manages the servicing of client accounts, and manages Meld Financial’s social media channels.

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