Madison joined Merrill in 2016 and has been upholding an exceptional level of service ever since. She works with High Net Worth professionals and their families to develop well-rounded strategies that help her clients reach their financial goals. Madison is passionate about what she does and brings that passion to helping every client make what may be the most important financial decisions of their lives. Everything she does takes into account clients’ personal perspectives and priorities. She aims to help bring simplicity and transparency to the complexities of investing; making the intimidating task of planning for the future an exciting journey of managing and helping reach her clients' goals.
Madison is a member of Faulis DeGeorge and Associates. The team is highly skilled in legacy planning strategies, as well as multi-generational investing strategies, acting in a family office-like capacity. With over 70 years of combined financial industry service experience, their goal is to be their clients' primary source for financial advice and guidance. They provide access to banking, credit, and lending services through Bank of America, allowing them to be a full service financial advisory team. With a wide variety of generations and cultural backgrounds represented, Faulis DeGeorge and Associates brings a multitude of backgrounds and experiences to the table.
Born and raised in Las Vegas, Madison earned a B.A. in Economics with a minor in Digital Humanities from UCLA in 2019. She also holds a Master degree in Information Science from UCLA which she earned in 2021. In addition to her professional endeavors, Madison is invested in the betterment of her community. She is passionate about sustainability and is a strong advocate for animal rights. She participates in multiple philanthropic groups throughout the Valley.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
