Madison Held
Biography
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 Series 65 – Uniform Investment Adviser Law Exam which is a North American Securities Administrators Association (NASAA) exam administered by Financial Industry Regulatory Authority (FINRA).
In her free time, she enjoys swimming, watching sports, and spending time with family and friends.
