Announcements

Madison Wealth Management is pleased to announce the promotion of Julie Albright, Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ practitioner, to Senior Wealth Advisor. “Since joining Madison 18 months ago, Julie has become a valued member of our financial planning and relationship management team. We...

We are pleased to welcome Sheila Zenni, our newest associate to Madison Wealth Management. Sheila joined our Client Services Team in June and is working from our Cincinnati office.  Sheila comes to Madison with a wonderful range of relevant professional experience spanning over 30 years. ...

Madison would like to thank our intern, Molly Kavanagh, for her time and effort this summer. With Jeanne Sands as her guide, Molly assisted the Leesburg staff with portfolio overviews among other activities. She proved a valuable member of our team and we wish her well...

Madison would like to introduce you to our brand new Perks Program. We have teamed up with a leading national provider of benefits programs to offer our clients and friends of the firm unique and meaningful discounts on a wide range of products and services. The...

Madison Wealth Management recently welcomed two new Wealth Advisors, Julie Albright, CFA, CFP®, and Robert Copeland, III, CFP®, CAP®, to its talented team of professionals. “We are very pleased to welcome both Julie and Rob to our team,” said Jim McDermott, Madison’s President. “We are confident...

The Madison team is thrilled to announce the addition of a new team member!  Brad Meeks, Senior Portfolio Manager, and his wife Jaclyn are the proud parents of a new baby boy weighing in at 6 pounds, 4 ounces.  Please join us in congratulating the...