Elizabeth Madonna CFS

Elizabeth Madonna CFS

Partner, Vice President, Wealth Manager

 Betsy Madonna is a Partner and Wealth Manager of Steward Partners Global Advisory. Betsy enjoys educating and servicing her clients by creating financial plans that are tailored to their particular needs and goals. Betsy says, “You cannot expect to arrive at your destination unless you’ve got the roadmap to get you there.” She believes that in a time where advice and investments are easily accessible, an honest and trustworthy relationship with a financial advisor is more important than ever. 

Prior to joining Raymond James, she spent six years as a Regional Marketing Director for Lincoln Financial Group. While working alongside financial advisors, educating them on retirement plan products, and sitting at the client’s kitchen tables, she developed a passion for helping families reach their financial goals. As she likes to put it, “Watching a client sigh in relief, knowing that they not only can retire, but can retire comfortably, is what this is all about.”

Betsy has also spent time on the Estate Planning side of the business for high net worth individuals in Wayne, PA while employed at Estate Strategies, Inc. Her time there opened her eyes to the importance of life insurance in most of her client’s portfolios.

Originally from Philadelphia, Betsy is a graduate from Temple University and currently resides in Plymouth Meeting with her husband Dan, and her sons Brody (4) and Cash (2). Betsy currently serves as a chair for Lifting the Limits for PKU of Philadelphia and runs the annual Project Rainbow Golf Outing benefiting the Drueding Center for homeless women and children. In her spare time she enjoys golfing at her home course, Whitemarsh Valley Country Club, and attending Philadelphia Phillies or Eagles games with her family.

Phone 610-994-0843