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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

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