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Madison Wallace

Madison Wallace

Wealth Advisor
CFP®

Madison is a Wealth Advisor at BentOak Capital and works primarily in the Fort Worth office. Madison believes the role of a financial planner is to help clients develop a comprehensive strategy to achieve their long-term objectives and lifestyle goals. She helps the firm create scalable workflows and processes, while also contributing to the firm’s overall financial planning and investment management process.

Madison currently serves on several boards and committees: Treasurer for the Women’s Policy Forum of Tarrant County, The Investment Committee For The Girl Scouts of Texas Oklahoma Plains, Director for the DFW Chapter of the Financial Planning Association NexGen Committee, and the Texas Tech University Personal Financial Planning Alumni Advisory Board. Madison also serves as a voting member of our investment committee and is a member of the Fort Worth Chamber of Commerce.

Madison graduated Cum Laude from Texas Tech University in 2017 with a Bachelor of Science in Personal Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ practitioner. Madison also 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.

When not at the office, you will find Madison spending time at the lake, helping on the family ranch, reading, traveling, or spoiling her dog, Barkley.

Pets

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

Food

pets
Madison loves some good seafood!

Bucket List

pets
Cage diving with great white sharks

Skill

pets
Madison is a master SkipBo champion

Sport

pets
Madison loves cheering on anything Texas Tech

Movie

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

Connect with Madison

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