William D. Connor

December 17, 2019

School of

 Will Connor - Vice President Financial Planning 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.

 

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 - President - Meld Financial

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

-Mark McGarvey, President