
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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