Madison Broyles Email & Phone Number

Plano, Texas, United States

As an independent RIA and fiduciary, our goal is to go above and beyond in providing client service and advice. When you work with Astra, you work with a team of financial industry veterans and experts and have access to comprehensive wealth management services. For more information, visit https://www.astrawmg.com/.

Dallas/Fort Worth Area

Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth. Our clients include patriarchs and matriarchs, executives, business owners, and entrepreneurs, both established and emerging. Offering financial planning and investment management services, we proactively connect our clients to each other and to people in our personal and professional network. This strategic connectivity creates distinct investment opportunities, including private placements and club deals, where our clients can co-invest with peer-group families, who share similar goals for their lifestyle and legacy aspirations.

Dallas/Fort Worth Area

Spearheaded operations for a team of three Wealth Advisors managing over $480M in high and ultra-high net worth client assets, while simultaneously serving as Senior Investment Analyst. Cultivated over 115 client relationships to guarantee maximum sales revenue generations. Interfaced with broker/dealer and clearinghouse to improve efficiencies in operational transactions, retirement distributions, and responsiveness to client requests.Key Accomplishments:• Added $40M of new Assets Under Management through the successful onboarding of 15 new clients• Awarded Most Valuable Player (Team Building with Taste) in 2017• Independently drafted and published over 80 employee benefit booklets for a newly established 409A Non-Qualified Deferred Compensation Plan • Comprehensively researched and resolved complex operational issues for over 500 clients

Dallas, Texas

Recommended shrewd multi-asset allocation strategies for individual and corporate clients ranging from $1M to $30M. Formulated insightful solutions designed to increase revenue from dormant cash by proactively analyzing investment portfolios/401(K) plans and utilizing targeted analytical research. Ensured accurate trade executions, monitored settlement times and approvals, continuously researched stock patterns, and communicated effectively with clients to guarantee a collaborative working relationship.Key Accomplishments:• Created 23 end-to-end financial plans independently tailored to maximize client wealth and accomplish long-term client goals• Increased advisory fees through targeted client events and sales/marketing efforts• Boosted enrollment for employer-sponsored 401(K) plans by 60% by conducting offsite educational seminars• Maintained 100% client retention rate

Dallas, Texas

Administered operational and sales support for a team of Senior VP Financial Advisors; assisted in portfolio management of 200-350 with individual investable assets of $1M+. Represented company with professionalism and grace as the central point of contact for all established clients. Contributed insight on investments, retirement planning, and banking productions and presented critical wealth analysis scenarios.Key Accomplishments:• Achieved Merrill Lynch Global Recognition Award, Bronze Level in 2013• Achieved Merrill Lynch Global Recognition Award, Gold Level in 2014• Established 100% client satisfaction rating for all 3 consecutive years as per direct customer surveys• Key team leader in acquiring new business relationships with regional Certified Public Accountants

Cpfp, Certificate Program In Financial Planning

Bachelor Of Science In Business Administration, Major In Finance Management/Investment And Minor In Accounting