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Madison Mount

April 20, 2022

Our Team

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Madison Mount - CFP®

Associate Advisor

(She/Her)

Madison is an integral part of our Advisory Team, providing support and creating deliverables essential to the financial planning process. Madison graduated from the University of Tampa and pulls from her experience at Northwestern Mutual and another fee-only firm to bring new ideas to Francis Financial. Madison loves spending any free time outdoors with her silver lab, Meeko, often exploring different parks and trails.

Professionally
Personally
Purpose

Professionally

Madison graduated from the University of Tampa, with a Dean’s Scholarship, earning her B.S. in International Business and Management and completed her Certified Financial Planner™ (CFP®) designation from the College for Financial Planning. She also studied globalization in business at a leading research university in Spain. Post-grad, she joined the financial planning industry where she worked in a similar role, as a Client Service Associate for another fee-only firm. Madison is excited to bringing her experience and passion to Francis Financial, and to continue learning and growing.

Personally

Madison loves spending any free time outdoors with her silver lab, Meeko, often exploring different parks and trails. She also enjoys being surrounded by community, attending pop-up events, exploring new coffee shops and going to farmers markets. She loves traveling with friends and is hoping to go back to Spain soon to visit.

Purpose

Madison learned early in life that discussing finances was an uncomfortable topic for most people. She saw how a lack of knowledge and ability to discuss money could destroy someone’s confidence, often causing avoidable mistakes. Madison wants to make financial conversation less daunting and empower others to feel confident in their ability to make decisions that lead to meaningful action.

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Francis Financial

39 Broadway
Suite 1730
New York, NY 10006
(212) 374-9008

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