Madeline Rowe, CFP®

Madeline serves as a Senior Advisor Associate in the firm’s Cleveland, Ohio office. Joining a predecessor firm in 2022 after graduating with a degree in finance, she works to provide a positive, personalized experience for clients. Madeline supports and collaborates with the local team of advisors to develop all aspects of a financial plan and build strong client relationships rooted in trust and empathy.

Dedicated to her career development, Madeline earned the CERTIFIED FINANCIAL PLANNER^® designation and is committed to gaining valuable knowledge and experience whenever possible. She handles sensitive client conversations with care, striving to create a comfortable space for all.

Originally from Pennsylvania, she is a Steelers fan living in the Browns “Dawg Pound” in Lakewood, Ohio. Outside of work, she enjoys spending time with her family and friends, running, playing pickleball, and traveling.

Previous Experience

• Wealth Management Associate at Walden Wealth Partners LLC
• Financial Planning Intern at Valmark Financial Group
• Financial Representative at Mass Mutual
• Intern at First National Bank Mortgage Department

Education & Credentials

• BS, John Carroll University, Finance – Wealth Management and Financial Planning
• NEOMA Business School – Rouen, France
• CERTIFIED FINANCIAL PLANNER^®

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.

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.