CoverProfile

Madison Caswell

Associate Wealth Manager

Meld Financial Inc

United States, Alabama, Birmingham

About Me

Madison provides essential support in client advisory service and investment portfolio needs. He focuses on detail in investment plans for clients and plays a key role in maintaining our investment platforms and portfolios. Madison has been in the financial services industry since 2018, joining Meld Financial in January of 2021.

Profile Information

Associate Wealth Manager

Meld Financial Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Birmingham

Alabama

United States

May 16, 2024

More profiles to browse

BM
Blake May
Partner, Associate Wealth Manager
MG
Michael Guilsher
Senior Financial Advisor
MM
Mark McGarvey
Founder, President
DR
Dwight Reynolds
Financial Advisor

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
JB
Joy Bunzel
Client Services
Sierra Investment Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University