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Bobby S. Email & Phone Number
Wealth Management Associate and Client Service Specialist
at
Madison Wealth Planners
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Management Associate and Client Service Specialist
Location
Morristown, New Jersey, United States
Company size
Who is Bobby S.? Overview
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Quick answer
Bobby S. is listed as Wealth Management Associate and Client Service Specialist at Madison Wealth Planners, a company with 3 employees, based in Morristown, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Bobby S..
Bobby S. previously worked as Financial Advisor at Madison Wealth Planners and Wealth Management Associate & Client Service Specialist at Madison Wealth Planners. Bobby S. holds Marketing from Rowan University.
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Email format at Madison Wealth Planners
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Madison Wealth Planners
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Profile bio
About Bobby S.
Financial Advisor at Madison Wealth Planners in Morristown, NJ.I have passions for finance, exercise & fitness, and fashion. I love seeing those around me grow and succeed. Graduate with honors from Rowan University’s Roher School of Business.
Current workplace
Bobby S.'s current company
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Madison Wealth Planners
7 roles
Bobby S. work experience
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Financial Advisor
CurrentWe are an independent and private wealth management firm headquartered in Morristown, NJ. Our team of financial advisors and client service associates are dedicated to providing our clients with guidance, support, and a financial plan that fits their goals.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please.
Apr 2024 - Present
Wealth Management Associate & Client Service Specialist
CurrentSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Madison Wealth Planners, LLC are separate entities from LPL Financial. Third party posts found on.
Mar 2023 - Present
Client Service Associate
As a Client Service Associate at Madison Wealth Planners I assist a Certified Financial Planner with his practice by but not limited to: Interacting with and scheduling appointments to high net worth Clients, learning the ins and outs of strategic Financial Planning, and getting whatever task at hand I have done efficiently.Securities offered through LPL.
Jun 2021 - Mar 2023
Business Center Intern
Working as Business Center Intern at PSEG's Headquarters in Newark, NJ has forced me to grow, and has given me a greater understanding of skills that breed success in the workplace.Here in the Business Center my team and I work on making sure Payroll runs smoothly, Employee Services, and serve as a solid component doing whatever I can to help those around.
Jun 2019 - Aug 2019
Golf Caddy
Morris County Golf Club
Senior Caddy at prestigious Golf Club. Support golf members carrying clubs, display professionalism, offering advice and knowledge. Contributing to the continued success and reputation of one of New Jersey’s finest golf clubs.
Jun 2012 - Oct 2018
Client Service Associate Intern
Madison Wealth Planners, Llc
Summer intern as client service associate. Assisted Certified Financial Planner by scheduling meetings, interacting with high net worth clients, assisting with client events, and administrative responsibilities.
May 2017 - Aug 2017
2 education records
Bobby S. education
Marketing
Finance, General
FAQ
Frequently asked questions about Bobby S.
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What company does Bobby S. work for?
Bobby S. works for Madison Wealth Planners.
What is Bobby S.'s role at Madison Wealth Planners?
Bobby S. is listed as Wealth Management Associate and Client Service Specialist at Madison Wealth Planners.
Where is Bobby S. based?
Bobby S. is based in Morristown, New Jersey, United States while working with Madison Wealth Planners.
What companies has Bobby S. worked for?
Bobby S. has worked for Madison Wealth Planners, Pseg, Morris County Golf Club, and Madison Wealth Planners, Llc.
How can I contact Bobby S.?
You can use AeroLeads to view verified contact signals for Bobby S. at Madison Wealth Planners, including work email, phone, and LinkedIn data when available.
What schools did Bobby S. attend?
Bobby S. holds Marketing from Rowan University.
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