Madison White
Charlton,MA
Summary
Holistic Financial Advisor focused on comprehensive retirement planning for pre-retirees and retirees. Experienced in integrating investment strategy, retirement income planning, and annuity solutions into cohesive, client-centric financial plans. Progressed through multiple roles at IA Financial Advisors, gaining end-to-end exposure across planning, operations, and compliance. Known for a planning-first mindset, strong analytical foundation, and commitment to education-driven advice.
Seeking a planning-oriented hybrid advisory environment that supports comprehensive financial planning alongside both advisory and commission-based solutions. Motivated to grow within a firm that emphasizes mentorship, structured education, and long-term advisor development.
Overview
3
3
years of professional experience
Work History
Financial Advisor
IA Financial Advisors
Holden, MA
01.2025 - Current
- Deliver holistic retirement planning for pre-retirees and retirees, integrating investment allocation, cash flow strategy, and annuity solutions where appropriate.
- Recommend and implement annuity products as part of broader retirement income and risk management strategies aligned with client goals and time horizons.
- Collaborate with senior advisors on plan design, product selection, and implementation across advisory and annuity-based solutions.
- Conduct client meetings (virtual and in-person) focused on education, clarity, and long-term planning outcomes.
- Participate in ongoing plan reviews to ensure strategies evolve with client circumstances.
Operations Manager
IA Financial Advisors
Holden, MA
07.2024 - Current
- Oversee operational workflows supporting hybrid advisory and annuity-based retirement planning business.
- Coordinate annuity applications, account openings, transfers, and rollovers across custodians and carriers.
- Ensure accurate, timely, and compliant execution of multi-solution financial plans.
- Serve as a liaison between advisors, clients, and back-office partners to support a seamless client experience.
Administrative Assistant
IA Financial Advisors
Holden, MA
08.2023 - 07.2024
- Provided administrative and operational support within a retirement-focused advisory practice.
- Assisted with client scheduling, paperwork preparation, and meeting follow-up.
- Supported planning preparation and compliance documentation in a regulated environment.
Summer Intern
IA Financial Advisors
Holden, MA
06.2023 - 08.2023
- Supported advisors with research, data entry, and client service tasks.
- Observed planning meetings and retirement strategy discussions to build foundational advisory knowledge.
Education
BBA - Accounting
University of Massachusetts, Amherst
Amherst, MA12-2023
Skills
- Holistic Financial Planning
- Retirement Income Strategy
- Annuity Planning & Implementation
- Investment Strategy Support
- Cash Flow & Lifestyle Planning
- Compliance & Planning Operations
- Client Education & Relationship Management
Licenses
- Securities Industry Essentials (SIE)
- Series 7
- Series 66
- Life & Health Insurance License
- LUTCF – In Progress
Timeline
Financial Advisor
IA Financial Advisors
01.2025 - Current
Operations Manager
IA Financial Advisors
07.2024 - Current
Administrative Assistant
IA Financial Advisors
08.2023 - 07.2024
Summer Intern
IA Financial Advisors
06.2023 - 08.2023
BBA - Accounting
University of Massachusetts, Amherst