Madeline Rowe, CFP®

Madeline serves as Assistant Vice President, Advisor in the firm’s Cleveland, Ohio office. Joining a predecessor firm in 2022 after graduating with a degree in both corporate finance and financial planning and wealth management, she works to provide a positive, personalized experience for clients. Madeline holds the CERTIFIED FINANCIAL PLANNER^® designation and is committed to building strong client relationships rooted in trust and empathy.

Madeline finds fulfillment in returning to John Carroll University, where she remains involved with the student community. She provides career guidance, teaches courses in the Financial Planning & Wealth Management department, and has participated in a variety of campus-wide panels and events. Her efforts are focused on empowering students at every stage of their academic path and offering support and encouragement.

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

• BSBA, John Carroll University, Finance
• BSBA, John Carroll University, Wealth Management and Financial Planning
• NEOMA Business School – Rouen, France
• 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.