In the Client Service Specialist role, Madison acts as a liaison between the client and the advisor. She is able to leverage the advanced technology BlueSky utilizes to provide an excellent client service experience. She performs administrative portfolio activities and helps our clients with their day-to-day needs.
Madison joined BlueSky in 2022; she received her Associate’s degree in Business Administration and Management from Pam Beach State College in 2020. She obtained her Real Estate License in South Florida and her Financial Paraplanner Qualified Professional (FPQP™) designation in 2022.
Madison has worked in the financial industry since 2014 in various roles that have allowed her to acquire many skills. Most recently, she has experience as a service manager and client service associate at Wells Fargo and Abbot Downing, serving ultra-high-net-worth clients.
Madison lives in Boynton Beach, Florida, with her husband and son.
What do you enjoy most about being part of BlueSky?
What I enjoy most about BlueSky is the culture; BlueSky has a warm and genuine culture that feels like family. They have their client’s best interests in mind and their team’s.
What does “improving the quality of our clients’ lives” mean to you?
“Improving the quality of our clients’ lives'” means helping our clients reach their goals and succeed financially.
What keeps you busy when you’re not working?
I stay busy spending time with family and traveling the world. We love to explore and visit places we have never been. When we’re not traveling, I enjoy spending time outdoors, at the beach, and in the water.
