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Madison Wallace

Madison Wallace

Associate Wealth Advisor
CFP®

Madison is an Associate Wealth Advisor at BentOak Capital and works primarily in the Fort Worth office. Madison prepares financial plans, meets regularly with clients, and helps with meeting prep and follow-up.  She serves as a primary point of contact for many of our clients.

Madison currently serves as a volunteer for the Education Committee with the DFW Chapter of the Financial Planning Association and is a member of the Fort Worth Chamber of Commerce.  Madison is also a participant in the Leadership Fort Worth LeadingEdge Class of 2019 and is a member of the Women’s Policy Forum.

Madison graduated from Texas Tech University with a Bachelor of Science in Personal Financial Planning.  Madison holds a Texas Life and Health Insurance license, the Series 7 license through LPL Financial, and the Series 66 with LPL Financial and Garrett Wealth Advisory Group.  She is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Madison enjoys exploring Fort Worth with her friends, traveling (especially to Estes Park, Colorado), and spending time with her family and dog at their lake house.

Pets

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Outside of work, Madison is passionate about her pup Barkley.

Food

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Madison loves some good seafood!

Bucket List

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Cage diving with great white sharks

Skill

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Madison is a master SkipBo champion

Sport

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Madison loves cheering on anything Texas Tech

Movie

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When not in the office, Madison likes to escape into a real crime show like Criminal Minds.

Connect with Madison

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