Madison St. John

Client Service Specialist

madison

holds a Bachelor of Science degree in Business Administration from Southern Connecticut State University

joined CCR Wealth Management as a Client Service Specialist in 2022

loves hanging out at the beach, on the golf course, or spending time with her family

Direct Line: 508-475-3837 / Fax: 860-317-9068
Main Line:  860-863-4155
Email:  [email protected]

Office: 72 Queen Street, Southington, CT 06489

Madison St. John joined CCR Wealth Management as a Client Service Specialist in 2022. Madison is responsible for onboarding new private clients, coordinating meetings with financial advisors, and handling day-to-day client requests. She also has become an integral part of assisting with internal firm transitions and onboarding new acquisitions. Madison takes pride in building strong relationships with clients to ensure their long-term trust in our team and provide the best service experience possible.

Prior to joining CCR, Madison worked with a CT based wealth management firm where she was the forefront of the majority of the firms private, corporate, and institutional clients which led her to develop her passion for the industry and necessary skills maintain successful client relationships.

Madison holds a Bachelor of Science degree in Business Administration from Southern Connecticut State University. She plans on pursuing securities industry regulatory certifications in the upcoming years.

Outside of CCR, you can find Madison at the beach, on the golf course, or spending time with her family.