Madison Caswell, CFP®

Madison provides essential support in client advisory service and investment portfolio needs at Meld. He focuses on detail in investment plans for clients and plays a key role in maintaining our investment platforms and portfolios. Madison has been in the financial services industry since 2018, joining Meld Financial in January of 2021. View Madison's LinkedIn Profile Education: University of Louisiana at Lafayette, B.S. Business Administration Finance, December 2019, CERTIFIED FINANCIAL PLANNER® 2024