Madison Smith
Client Services Specialist
As a Client Service Specialist here at Keystone, Madison is dedicated to providing exceptional support and building meaningful relationships with clients. Maddy is one of Keystone's best assets as she is driven to focus on personalized services; ensuring that every client interaction is seamless, professional, and ensures that every meeting is tailored to meet every client's individual need(s). Madison plays a vital role in supporting the advisory team directly while also making sure the client is satisfied with their plan.
When Madison is away from Keystone she enjoys reading and attending her book club, trying new foods, running, Pilates, and watching college football with her fiancé. Madison graduated from The University of Alabama (Roll Tide), prior to Alabama Madison grew up in Rochester, NY.
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Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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