Tami McDonald has been an investment adviser representative at Meld Financial since May 2017, and is not listed among the firm’s executive officers or direct owners. Tami McDonald holds a B.A. in Business Administration from Columbus State University.
Meld Financial, Inc. is a Birmingham, AL firm with $776M under management, 1,130 clients and 10 advisers across 3 offices, as of its March 2026 filing.
Tami McDonald is Senior Financial Advisor of Meld Financial. Tami has over 30 years in finance and investing experience. In 2017, she founded Brookstone Wealth Management in Columbus, GA, as an affiliate of Meld Financial.
Tami McDonald’s longest registration was 17 years at Synovus Securities, Inc. (1999–2017). Before joining Meld Financial in 2017, Tami McDonald was registered through Synovus Securities, Inc.
- Meld Financial, Inc.Current– present · 9 yearsColumbus, GA · Adviser representative · Firm CRD 118896
- Synovus Securities, Inc.– · 17 yearsColumbus, GA · Adviser representative · Firm CRD 14023
Professional designations
Listed by Meld Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Tami McDonald is registered as an investment adviser representative in 2 states. Each was approved in May 2017.
- AlabamaSince 8 May 2017
- GeorgiaSince 30 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 December 1999 |
| Series 7 | General Securities Representative Examination | 25 October 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tami Wyrosdick McDonald
- CRD
- 3233299
- Firm
- Meld Financial · CRD 118896
- Office
- 800 BROOKSTONE CENTRE PARKWAY, Columbus, GA 31904
- Registration
- Investment adviser registration
- In the industry since
- November 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- meldfinancial.com
Where does Tami McDonald work?
Tami McDonald is an investment adviser representative registered through Meld Financial, Inc. since May 2017, and is not listed among the firm’s executive officers or direct owners.
Is Tami McDonald a financial advisor?
Yes. Tami McDonald has a current investment-adviser registration in Alabama and Georgia, through Meld Financial since May 2017.
How many years of experience does Tami McDonald have?
Tami McDonald has 26 years in the financial industry, since November 1999, across 2 adviser firms.
What exams has Tami McDonald passed?
Tami McDonald has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 1999. FINRA credited Tami McDonald with the SIE, which began in October 2018.
Where did Tami McDonald work before Meld Financial?
Before Meld Financial, Tami McDonald was registered through Synovus Securities, Inc., October 1999 to April 2017.
Where is Tami McDonald based?
Tami McDonald’s registered office is in Columbus, GA.
Is Tami McDonald registered with FINRA?
No. Tami McDonald has no current broker registration.
Is Tami McDonald a CFP?
Meld Financial lists Tami McDonald with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Tami McDonald’s record?
Search CRD 3233299 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tami McDonald’s full registration record.
