Meld Financial Employee Directory

Financial ServicesAlabama, United States11-50 Employees

We are a financial planning and investment management firm offering unbiased, independent services for businesses and individuals. We believe that the customer is the driving force behind everything we do. Every decision we make or recommendation we offer originates from the question, "what course of action would we recommend for ourselves, given the same set of circumstances our client is facing."  This philosophy has proven to be very beneficial for our clients and our organization.

Meld Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind.

Please feel free to contact us at 205.967.4200 or mark@meldfinancial.com.

The information contained herein should not be construed as legal advice or a legal opinion on any factual situation. Its contents are intended for general information purposes only. Always consult with a competent professional service provider for advice on tax, accounting, and other financial matters specific to your situation.

Meld Financial, Inc. is a registered investment advisor.

Find Meld Financial employees' phone numbers or email addresses

Meld Financial Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Meld Financial's Leadership

  • Stylized image of a person
    T. K.
    Vice President, Corporate And Retirement Plan Services
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  • Stylized image of a person
    B. M. C.
    Associate Wealth Manager
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  • Stylized image of a person
    M. G.
    Managing Director & Chief Investment Strategist
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Meld Financial Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Meld Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. K.
    Vice President, Corporate And Retirement Plan Services
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    B. M. C.
    Associate Wealth Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    M. G.
    Managing Director & Chief Investment Strategist
    Phone icon
    United StatesNew York
    Nov 04, 2025

Frequently Asked Questions

What is Meld Financial known for?

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Meld Financial was founded in 1986 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Meld Financial's company overview page for more information.

What is Meld Financial's most common email format?

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Meld Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Meld Financial email formats with LeadIQ.

How many employees does Meld Financial have currently?

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Meld Financial has approximately 13 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Meld Financial's key employees and leadership?

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As of January 2026, Meld Financial's key employees include:

  • Vice President, Corporate And Retirement Plan Services: T. K.
  • Associate Wealth Manager: B. M. C.
  • Managing Director & Chief Investment Strategist: M. G.

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