Joe Madsen

Wealth Consultant
Charlotte, North Carolina

Experience and Education

Joe focuses on new business development. He works with individuals, families, businesses and foundations to understand their specific needs and introduce them to a wealth planning team that can help them achieve their financial objectives.

Joe has more than eight years of industry experience. Prior to joining the firm, he worked as a trade review principal at VSR Financial Services where he monitored the suitability of new client accounts and advisor trade blotters. Prior to joining VSR, he worked for Waddell & Reed.

Joe has a bachelor’s degree in finance from the University of Kansas.

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