Tonya Jean Williams

Employer firm

Meld Financial, Inc. CRD 118896

$776M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 06/2022
  Raymond James Financial Services, Inc.
  Columbus, GA
• 01/2020 → 06/2022
  Wealth Intelligence, Llc
  Columbus, GA
• 09/2021 → 06/2022
  Raymond James Financial Services Advisors, Inc.
  Columbus, GA
• 08/2022 → Present
  Meld Financial, Inc.
  Birmingham, AL
• 05/2009 → 09/2021
  Raymond James Financial Services, Inc.
  Columbus, GA
• 08/2022 → Present
  Brookstone Wealth Management, Llc
  Columbus, GA

Previous Registrations

• 2021-09-16 → 2022-07-07
  Raymond James Financial Services Advisors, Inc
  Columbus, GA

Other Businesses

1. Columbus Alliance for Battered Women DBA Hope Harbour, PO Box 4182, Columbus, GA 31914-0182. Not Investment-related. Nature of Business: Local nonprofit organization. Title: Auxiliary board member, Start date: 1/1/2026, 1% of time spent during securities trading hours. Duties: Vol aux board member, attend meetings, assist with fundraising/events, no authority over investments or finances.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-09

Other Names

• Tonya Williams