Granite Harbor Advisors
Madelyn Cerda is a Client Service Advisor at Granite Harbor Advisors, with prior experience as a Wealth Management Associate at Avidian Wealth Solutions and a Client Service Assistant at Clarus Wealth Group. Cerda's professional journey began with a Summer Financial Planning Internship at Cypress Point Wealth Management, followed by roles as a Bank Teller at JPMorgan Chase & Co. and Commerce Bank. Throughout this experience, Cerda has developed expertise in maintaining updated client financial plans, participating in client meetings, and delivering exceptional customer service, while also being involved in training new hires and completing auditing procedures. Madelyn Cerda holds a Bachelor's degree in Personal Finance Planning from the College of Health and Human Sciences at Texas Tech University.
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Granite Harbor Advisors
At Granite Harbor, we help business owners, executives, and affluent families make informed decisions to maintain and preserve financial success through creative strategies for wealth transfer, asset management, and retirement planning. We are dedicated to building meaningful relationships with our clients in order to better understand what they want and help them live their best lives. Insurance Solutions Provided through Granite Harbor Group. Advisory services offered through Granite Harbor Advisors, Inc. a registered investment adviser. Granite Harbor Group and Granite Harbor Advisors are separate legal entities affiliated through common ownership. Advisory services are only offered to clients or prospective clients where Granite Harbor Advisors, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Granite Harbor Advisors, Inc. unless a client service agreement is in place.