Melinda Adams
M&T Financial Partners
San Antonio,
Texas
Contact
How to contact
melindaadams@financialguide.com
Professional Profile
Call Me When
your client needs guidance on business progression or exit planning in the area of financial planning
Professions
Consultant
Insurance
Valuation
Wealth Manager
Functional Expertise
Board of Directors (for profit)
Board of Directors (not for profit)
Business growth
Corporate finance
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Investments
Leadership Development
Management succession
Private equity
Retirement
Risk management
Sell side/Divestiture
Strategic planning
Tax
Exit/Transition Planning
Business Focus
business growth and succession planning, risk management, estate planning, wealth management, retirement planning
Professional Certification
CEPA, MBA
Transition Planning Certification or Methodology
CEPA, EPI
Client Industries
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
Client Results
peace of mind about their future and their finances
Chapter information
Membership
San Antonio Individual
Member since
Member for 2 years
Why I'm a Member of 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.
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