Jim Madden, MBA

Vice President, Advisor

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Jim Madden is a Vice President, Advisor who works with high-net-worth and ultra-high-net-worth clients on holistic wealth management. He focuses on business development, relationship management, and coordinated planning across investment, tax, wealth transfer, business, and philanthropic needs.
Jim brings 30 years of experience in wealth management and investments. Earlier in his career, he worked at major investment firms before helping found and build a successful RIA focused on independent advice and comprehensive planning. Jim earned a B.A. from Wake Forest University and an MBA from the University of Georgia. He also holds Series 6, Series 7, and Series 65 licenses.
Jim was drawn to financial services by a longstanding interest in investing and a desire to build a career centered on helping people. He values thoughtful, comprehensive advice and long-term relationships, helping clients make informed decisions across the many areas that shape their financial lives.
Jim was drawn to financial services by a longstanding interest in investing and a desire to build a career centered on helping people. He values thoughtful, comprehensive advice and long-term relationships, helping clients make informed decisions across the many areas that shape their financial lives.