Kevin Madigan Email & Phone Number | Highly analytical and competent financial professional with a proven track of developing and implementing comprehensive financial plans for clients. Bringing forth leadership, drive, and over a decade of experience in multiple facets of the investment services industry. Strong expertise in assessing financial needs, identifying investment opportunities, and analyzing market trends. Sound ability to provide tailored solutions to individuals and businesses while ensuring regulatory compliance and client satisfaction. Adept at managing complex financial portfolios and maximizing returns on investments. Exemplifies a strong work ethic and commitment to compliance with professional codes, regulations, and policies. CORE COMPETENCIES • Strong knowledge & understanding of financial principles, regulations, and current trends • Proven ability to establish and maintain long-term relationships with high-net-worth clients • Skilled in developing customized financial plans for clients, based on their financial goals • Proficient in executing investment strategies that align with clients' financial objectives • Strong communication and interpersonal skills to deliver outstanding service to clients • Knowledge of financial planning with the ability to conduct portfolio reviews for clients • Identify and mitigate potential risks related to investment portfolios and financial plans • Demonstrated success in promoting financial products and services to clients and prospects • Comprehensive knowledge of regulatory policies and procedures, including FINRA, SEC, etc. • Exceptional organization skills with the ability to prioritize and manage multiple tasks

Kevin Madigan

Highly analytical and competent financial professional with a proven track of developing and impleme...
Atlanta, Georgia, United States

*50 free lookup(s) per month.

No credit card required.

Kevin Madigan’s Email kevin.madigan@fisherinvestments.com

Kevin Madigan’s Phone Numbers

Get KEVIN’s Phone Number (For Free)

Social Media

Kevin Madigan’s Location Atlanta, Georgia, United States

Kevin Madigan’s Current Industry Wela Strategies

Kevin Madigan’s Prior Industry Fisher Investments | Etrade | Jp Turner

Not the Kevin Madigan you were looking for?

Find accurate emails & phone numbers for over 700M professionals.

Work Experience

Wela Strategies

Investment Advisor

2023-08-01 00:00:00 - Present

Fisher Investments

Investment Counselor

2018-08-01 00:00:00 - 2023-07-01 00:00:00

Etrade

Platinum Relationship Manager

2016-12-01 00:00:00 - 2018-07-01 00:00:00

Jp Turner

Financial Advisor

2014-06-01 00:00:00 - 2015-02-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Kevin Madigan

Kevin Madigan is located at
Atlanta, Georgia, United States

Kevin Madigan is a Highly analytical and competent financial professional with a proven track of developing and implementing comprehensive financial plans for clients. Bringing forth leadership, drive, and over a decade of experience in multiple facets of the investment services industry. Strong expertise in assessing financial needs, identifying investment opportunities, and analyzing market trends. Sound ability to provide tailored solutions to individuals and businesses while ensuring regulatory compliance and client satisfaction. Adept at managing complex financial portfolios and maximizing returns on investments. Exemplifies a strong work ethic and commitment to compliance with professional codes, regulations, and policies. CORE COMPETENCIES • Strong knowledge & understanding of financial principles, regulations, and current trends • Proven ability to establish and maintain long-term relationships with high-net-worth clients • Skilled in developing customized financial plans for clients, based on their financial goals • Proficient in executing investment strategies that align with clients' financial objectives • Strong communication and interpersonal skills to deliver outstanding service to clients • Knowledge of financial planning with the ability to conduct portfolio reviews for clients • Identify and mitigate potential risks related to investment portfolios and financial plans • Demonstrated success in promoting financial products and services to clients and prospects • Comprehensive knowledge of regulatory policies and procedures, including FINRA, SEC, etc. • Exceptional organization skills with the ability to prioritize and manage multiple tasks