
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
Keylinks
More profiles to browse
MG
Michael Guilsher
Senior Financial Advisor
BM
Blake May
Partner, Associate Wealth Manager
MM
Mark McGarvey
Founder, President
DR
Dwight Reynolds
Financial Advisor
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc