Maddy Bowles, CFP®
Vice President
Maddy serves as a vice president and advisor in our 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 a predecessor firm 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.
She joined the team after spending four years as a wealth associate at a predecessor firm 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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
