Senior Relationship Associate at Dakota Wealth, LLC
FPQP® (Financial Paraplanner Qualified Professional)
Madison is Senior Relationship Associate for Dakota Wealth, LLC. As a FPQP® (Financial Paraplanner Qualified Professional), Madison helps navigate clients through their wealth management experience. She specializes in client service, financial planning, operations. Madison holds a Bachelor of Business Administration/Financial Planning degree from The University of Akron.
©2023 Dakoré Wealth
Policies & Disclaimers
An Apple Growth Partners Company