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.