Tami Wyrosdick Mcdonald

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

• 12/1988 → 03/2017
  Columbus Bank & Trust Co A Division Of Synovus Bank
  Columbus, GA
• 04/1999 → 03/2017
  Synovus Securities, Inc.
  Columbus, GA
• 05/2017 → 10/2022
  Triad Advisors, Inc.
  Norcross, GA
• 04/2017 → Present
  Meld Financial, Inc.
  Columbus, GA
• 05/2017 → Present
  Brookstone Wealth Management
  Columbus, GA

Previous Registrations

• 1999-10-28 → 2017-04-19
  Synovus Securities, Inc.
  Columbus, GA
  Columbus, GA
  Columbus, GA

Exams

• S66 Uniform Combined State Law Examination
  1999-12-14

Designations

• Certified Financial Planner

Other Names

• Tami Denise Mcdonald
• Tami Mcdonald Jones
• Tami Wyrosdick
• Tami Denise Wyrosdick