Patricia L. Burris,  CFP<sup>&reg;</sup> - Financial Advisor

Patricia L. Burris, CFP®

VP, Corporate & Retirement Plan Services

Meld Financial, Inc.

PO Box 43626
Birmingham, AL 35243
(205) 967-4200


Patricia Burris is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Meld Financial, Inc. in Birmingham, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications


Insurance Licenses

  • Life insurance: AL
  • Health/disability insurance: AL

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Sudden Wealth


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