Melner Bond (CFA®, CFP®, CKA®, MBA)

Melner Bond focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

July 17, 2020

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This Office

2202 N West Shore Blvd., Ste 200 Tampa, FL 33607-5749 Phone: (813) 540-0978

Other Offices

7027 Old Madison Pike NW Ste 108 Huntsville, AL 35806-2369 Phone: (256) 617-5175
941 W Morse Blvd., Ste 100 Winter Park, FL 32789-3781 Phone: (407) 434-9698
400 Galleria Pkwy SE, Ste 1500 Atlanta, GA 30339-5953 Phone: (470) 428-7040
725 Cool Springs Blvd., Suite 600 Franklin, TN 37067-2702 Phone: (615) 881-3954
600 12th Ave S #803 Nashville, TN 37203-6642 Phone: (615) 881-3954