Whitney Clifton

School of

Whitney Clifton - Executive Assistant at Meld Financial

Join us for our next Meld University webinar, Preparing For Long Term Care Expenses in Retirement on October 17th at 3:00 PM CDT with speaker Blake May, J.D., CFP®, Meld Financial.

Click here for more details and to rsvp. There is no cost to attend, but you must register in advance.

 

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