William D. Connor

School of

Will Connor - Vice President Financial Planning at Meld Financial

Join us for our next event: Defense Wins Retirement: How to Shift Your Strategy From Growth to Income with speaker Kyle Whittington, CFP®.

The webinar will be held on March 30th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.

 

Will has been providing financial planning services since 2001, joining Meld in August 2013. Will is in charge of the Financial Planning Department and focuses on blending his knowledge with the intangible aspects of our client’s situations to help them attain financial security. Will works to ensure that our clients’ investments align with their financial plans.

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 - Chairman - Meld Financial

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

-Mark McGarvey, Chairman