49 Financial
Madison Merritt has a diverse professional background, currently serving as the Executive Assistant at 49 Financial since January 2023. Prior experience includes roles as Venue Manager at Bella Oaks, Media Director for Texas State University Choir Camp, and various leadership positions within the Mu Phi Epsilon International Professional Music Fraternity, including Chapter President and Chapter Vice President. Madison has also worked as a Retail Sales Associate at Alamo City Popcorn Company and held multiple camp counselor positions with Texas State University. Educational credentials include a Bachelor’s degree in General Studies with focuses in Mass Communication, Music, and Psychology from Texas State University.
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49 Financial
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49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.