Madison Broyles Email & Phone Number
Executive Vice President @ Astra Wealth Management Group
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Madison Broyles Location
- Plano, TX, US
Madison Broyles Work
- 2024 -now Executive Vice President @
- 2020 -2023 Private Wealth Advisor @
- 2016 -2018 Senior Investment Analyst and Operations Specialist @
- 2015 -2016 Investment Analyst @
- 2013 -2015 Client Associate @
Madison Broyles Education
- Southern Methodist University
CPFP, Certificate Program in Financial Planning
- University of Arkansas
Bachelor of Science in Business Administration (Major in Finance Management/Investment and Minor in Accounting)
Madison Broyles Skills
- Leadership
- Estate Planning
- Team Building
- Social Media
- Income Tax
- Corporate Finance
- Retirement Planning
- Valuation
- Sales
- Financial Planning
- Microsoft PowerPoint
- Event Planning
- Financial Modeling
- Hold Series 7
- Business Development
- Strategic Planning
- Wealth Management
- Microsoft Office
- Microsoft Access
- Microsoft Word
- Risk Assessment
- Investment Strategies
- Operations Management
- Marketing
- Microsoft Excel
- Customer Service
- Financial Analysis
- Management
- Trading
- Highly Self Motivated
- CRM
- Investment Management
Madison Broyles Summary
- Madison Broyles, based in Plano, TX, US, is currently a Executive Vice President at Astra Wealth Management. Madison Broyles brings experience from previous roles at Americana Partners, CD Wealth Management and Merrill Lynch. Madison Broyles holds a CPFP, Certificate Program in Financial Planning @ Southern Methodist University. With a robust skill set that includes Leadership, Estate Planning, Team Building, Social Media, Income Tax and more. Madison Broyles has 1 emails and 3 mobile phone numbers on RocketReach.
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