Madison Saurman
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Greater Philadelphia
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Madison Saurman serves as a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where she leads the esteemed Saurman, Sciascia, Maher & Associates team. With a focus on delivering highly sophisticated wealth management advice, Madison oversees the financial affairs of a select group of families, retirees, corporate executives, business owners, and non-profit organizations, both locally in Bucks County and across the nation. Her extensive expertise in estate and retirement planning services allows her to craft tailored strategies that address the unique financial goals and challenges faced by her clients.
Madison’s role encompasses a broad spectrum of wealth management services, including risk management, investment strategy, and comprehensive financial planning. As a Certified Financial Planner (CFP®), she employs a holistic approach to wealth management, ensuring that every aspect of her clients' financial lives is aligned with their long-term objectives. Her proficiency in portfolio management enables her to design and implement investment strategies that not only seek to grow wealth but also mitigate risks in an ever-changing economic landscape.
Key projects that Madison has spearheaded include developing customized financial plans that integrate tax-efficient investment strategies and philanthropic endeavors for her clients. Her commitment to fostering long-term relationships is evident in her proactive communication style and her dedication to educating clients about market trends and financial strategies. By leveraging her deep industry knowledge and a client-centric approach, Madison Saurman continues to empower her clients to achieve financial security and peace of mind, solidifying her reputation as a trusted advisor in the wealth management sector.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in June 2009 to Present
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Estate and Retirement Planning Services
Wealth Planner
Wealth Management
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What is Madison Saurman email address?
Email Madison Saurman at [email protected]. This email is the most updated Madison Saurman email found in 2026.
What is Madison Saurman phone number?
Madison Saurman phone number is +12158605885 and +12154932661.
How to contact Madison Saurman?
To contact Madison Saurman send an email to [email protected]. If you want to call Madison Saurman try calling on +12158605885 and +12154932661.
What is Madison Saurman net worth?
Madison Saurman has an estimated net worth of $750,000 to $999,999
What company does Madison Saurman work for?
Madison Saurman works for Merrill Lynch Wealth Management
What is Madison Saurman's role at Merrill Lynch Wealth Management?
Madison Saurman is Wealth Management Advisor, Senior Vice President
What industry does Madison Saurman work in?
Madison Saurman works in the Financial Services industry.
Madison Saurman Email Addresses
Madison Saurman Phone Numbers
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