
Madeline Pesoli
MARKETING COORDINATOR, ASSOCIATE WEALTH ADVISOR
Madeline Pesoli is a client service associate with a proven track record of cultivating trusted partnerships and delivering exceptional service. She thrives on anticipating client needs, finding solutions, and building long-term relationships grounded in trust and collaboration. In her role, she serves as a key point of contact for clients, ensuring their goals are understood, and their needs are met with professionalism and care.
Outside of work, Madeline can often be found in a yoga class. She also enjoys relaxing at home with a good book and the company of her two cats and her dog.
Core Areas of Focus
- Client Service coordination
- Marketing Coordination
- Client Financial Planning Support
- Client event and meeting coordination
- Client Relationship Management








