Maddy Bowles, CFP®

Senior Advisor Associate

Maddy serves as a senior advisor associate in our Park Avenue, New York City office. She is committed to coordinating all aspects of a client’s financial life to provide thoughtful and collaborative asset management and financial planning solutions.

She joined the team after spending four years as a wealth associate at Lenox Wealth Advisors and is a CFP® professional.

Maddy graduated from Lafayette College in 2018, where she earned a degree in Economics with a concentration in Finance and a minor in Psychology. During her time there, she also played on the women’s lacrosse team, served as an executive officer of the Women in Business Club, and studied abroad at the London School of Economics.

Originally from Chatham, NJ, Maddy currently resides in Manhattan. She enjoys staying active, playing tennis and skiing with friends in her free time.

Previous Experience

  • Wealth Associate at Lenox Wealth Advisors
  • Wealth Management Intern at Merrill Lynch

Education & Credentials

  • BA, Lafayette College, Economics & Finance, minor in Psychology
  • Certified Financial Planner™

 

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.