Staci Madsen Headshot Image

Staci Madsen

Financial Advisor
6751 Old Jacksonville Hwy
Tyler TX 75703
(903) 535.4738
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I help families, individuals, business owners, and first responders turn financial goals into achievable plans. As an advisor at Merrill, I focus on creating practical strategies that balance today's needs with tomorrow's dreams.
Profile

Financial Advisor | Helping families, business owners & first responders plan with purpose.

I am a financial advisor passionate who is passionate about helping you build clarity and confidence in your financial future. My approach blends technical tools with a personal touch. With experience serving professionals, business owners, and first responders, I pride myself in creating strategies that balance today's needs with tomorrow's dreams.

Outside of work, I am proud to support my husband's dual career as a fire fighter and realtor, while raising three awesome kids who remind me of the daily importance of planning for both the expected and the unexpected.

About Me
Philosophy

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.

About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Staci Madsen is registered to do business in AR, CO, FL, GA, LA, MO, NC, NM, OK, PA, TN, TX, VA.