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JAMES McDERMOTT, CFP®

"At Madison, we are passionate about helping our clients live their dreams. We start by listening, so that we fully understand each specific goal. Then we go into action, developing an “all-weather” investment plan, customized to achieve the desired results. Our reward is seeing our clients reach their goals and live their dreams."

BUSINESS BACKGROUND
Madison Wealth Management Washington, D.C. Co-Founder and President 2000 - Present
Provident Private Bank Cincinnati Senior Vice President
and Managing Director
1998 - 2000
Bank of America Private Client Group (formerly NationsBank) McLean, VA Senior Vice President 1986 - 1998

EDUCATION
Certified Financial Planner, 2001
Georgetown University, Washington, D.C.
Graduated with a Bachelor of Arts
University College, Galway Ireland

PROFESSIONAL MEMBERSHIPS
The Financial Planning Association
Society of Financial Service Professionals

COMMUNITY INVOLVEMENT
Loudoun Country Day School, Board of Trustees
Mount Gilead Hamlet, Home Owners Association President
Georgetown University Alumni Interviewer

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