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MEMBER PROFILE

 

Melinda Adams

M&T Financial Partners

 

Member profile details

Membership level
San Antonio Individual
First name
Melinda
Last name
Adams
Title
Financial Planner
Company
M&T Financial Partners
 

CONTACT INFORMATION

City
San Antonio
State
Texas
 

PROFILE INFORMATION

Call me when
your client needs guidance on business progression or exit planning in the area of financial planning
Why I/we support XPX
I'm passionate about helping clients with their financial planning and having the ability to achieve financial freedom and build a legacy for their family.
Profession
  • Consultant
  • Insurance
  • Valuation
  • Wealth Manager
Functional Expertise
  • Board of Directors (for profit)
  • Board of Directors (not for profit)
  • Business growth
  • Corporate finance
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Leadership Development
  • Management succession
  • Private equity
  • Retirement
  • Risk management
  • Sell side/Divestiture
  • Strategic planning
  • Tax
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CEPA, MBA
Transition Planning Certification or Methodology
CEPA, EPI
In Business Since
2008
Website
mt.financial
Business Focus
business growth and succession planning, risk management, estate planning, wealth management, retirement planning
Client Results
peace of mind about their future and their finances
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