Madeline Kardos's Linkedin Analytics

As a Team Financial Advisor, I make sense of the financial world and distill it into actionable and personalized advice to help my clients stay accountable to and accomplish their lifelong goals. I am part of a high performing, multi-generational wealth management team. We work with accomplished and affluent individuals and families and help them attain financial confidence. We offer comprehensive goals-based wealth management and planning, with a focus on retirement, concentrated stock options, and custom investing. We develop lasting relationships with our clients and strive to make an overall positive impact on their lives. Prior to joining Merrill Lynch Wealth Management, I began my career as a product marketer for an international software company, then made an intentional switch to work with nonprofits to help them tell their stories. I graduated summa cum laude from the University of California, Santa Barbara with a double degree in Economics and Film & Media Studies and earned an M.B.A. from the Duke Fuqua School of Business. I was born and raised in the San Francisco Bay Area and am constantly on the hunt for new restaurants to try and new trails to hike. I love being enchanted by a good story, and if I am not at the movie theater, you can find me at a used bookstore, searching for my next favorite read. I hold the SIE, Series 7, and Series 66 FINRA registrations.