As an Advisory Associate with AdvicePeriod, Madison works closely with Partner Advisor Brett Nelson, CFP®. She provides support to clients by organizing meetings, preparing reports, and responding to clients’ questions. Her analytical skills and dedication to organization make her an essential member of the team.
Madison graduated from James Madison University with a Bachelor of Business Administration in Finance in 2015. She holds the Financial Industry Regulatory Authority (FINRA) Series 65 securities license.
In her free time, she enjoys swimming, watching sports, and spending time with family and friends.