Mel Bond Email & Phone Number

Nashville, Tn And Tampa, Fl

Oasis Wealth Planning Advisors provides holistic financial planning, retirement planning, tax planning, and investment management to help clients plan for and navigate their unique retirement journey. Oasis Wealth serves near-retirees, retirees, and widows as a fiduciary and is never paid a commission of any kind. To see my clients' lives become more holistic and peaceful, I combine my deep background in wealth management with a continual search to find a better way that works. I enthusiastically serve as a highly skilled investment manager and financial planner, a listener, behavioral coach, and creative problem solver.

Greater Nashville Area, Tn

My wife and I started Bond Coffee Company in 2012 as a family-owned, retail coffee shop to serve our neighborhood, The Gulch, in Nashville. Our two daughters, Kathleen and Melanie, served as Store Manager and Kitchen Manager, respectively. While we have closed our retail location, we continue to provide the best in third wave coffee to those who love great coffee! Send me a note and let's talk coffee!

Greater Nashville Area, Tn

My training, experience, skills and contacts can help you think through a situation, calculate a solution, design a better process, or communicate more clearly. If something in my CV gives you a glimmer of hope, let's talk. I may have your answer or have a good idea about where you should go next. Send me a note or give me a call!

Greater Nashville Area, Tn

As part of the Private Bank team, I built and managed investment portfolios matched to our clients' goals and concerns. My service was executed in an environment of open architecture, full transparency, and clear, consistent communication. I served as the investment expert for the team and helped turn new business opportunities into happy clients.

Middle Tennessee, Louisville And Western Kentucky

Middle Tennessee

Greater Nashville Area, Tn

Greater Nashville Area, Tn

Mba, Finance

Activities and Societies: Owen Business Projects Group, Christian Business Association, Honor Council

Bs, Accounting