Mel Bond
CFA®, CFP®, CKA®, Wealth Planner at Oasis Wealth Planning Advisors
- Role
- Wealth Planner at Oasis Wealth Planning Advisors, Llc
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Mel Bond
Serving Tennessee, Florida, Georgia, Alabama, and beyond!
Experience
Wealth Planner
Oasis Wealth Planning Advisors, Llc
May 2017 — Present
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.
Education
Oral Roberts University
BS, Accounting
1979 — 1984
Vanderbilt University Owen Graduate School of Management
MBA, Finance
1992 — 1994
Skills
- Investments
- Wealth Management
- Finance
- Portfolio Management
- Wealth Management Services
- Asset Managment
- Financial Services
- Economics
- Investment Management
- Wealth
- Asset Management
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Leadership
- Investment Strategies
- Alternative Investments
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