Staci Madsen

Advisor at PNC Wealth Management — Kilgore, TX

Updated today

Credentials

Series 66

Experience

3 years

Location

Kilgore, TX 75662

PNC Wealth Management logo

PNC Wealth Management

Enterprise

Total advisors

1,169

Across 775 offices

Clients per advisor

138 Very High

Avg AUM per client

$182,752 Very Low

HNW client ratio

2% Very Low

About

Staci Madsen is a Financial Advisor with Merrill Lynch Wealth Management, focusing on creating tailored financial strategies that align with clients' unique needs and life circumstances. She serves a diverse client base including families, professionals, and individuals dedicated to public service such as first responders, educators, healthcare providers, military personnel, and law enforcement officers.

With expertise in education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning, Staci emphasizes straightforward communication without reliance on jargon or complex visuals. She approaches financial advising as a hardworking businesswoman, prioritizing understanding her clients' individual financial situations to build effective, personalized plans.

Staci holds a Bachelor's Degree from the University of Texas System and has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also active in professional organizations such as the Canton Texas Chamber of Commerce, LPGA Amateurs, and Lindale Area Chamber of Commerce. Outside of work, Staci enjoys gardening, hunting, sewing, traveling, and spending time with her family, supporting her husband's dual careers as a firefighter and realtor while raising their three children.

Client services

Based on PNC Wealth Management

Portfolio management Selection of other advisers

Expertise

General retirement planning Wealth management College savings (529s, UTMA, etc.) Family Business

Occupation focus

Educators, Teachers, and Academics Military & Veterans

Demographic focus

Parents Mid-Career Professionals Women Professionals Career Changers

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Fee options

Percentage

0.85% annually

Other

Account minimum: $5,000

Location

See office

Kilgore, TX

1200 North Kilgore Street

Kilgore TX 75662

Advisors at this office

1

Most active in

Texas

Work history

3 years of industry experience

PNC Wealth Management

2026 - Present • 1 year

Tyler, TX

Bank of America, N.A.

2024 - 2026 • 2 years

Tyler, TX

Merrill

2024 - 2026 • 2 years

Tyler, TX

Trinity Capital Management

2021 - 2024 • 3 years

Tyler, TX

Wells Fargo Advisors

2021 - 2024 • 3 years

Tyler, TX

Mineola Community Bank

2021 - 2021 • 1 year

Lindale, TX

Southside Bank

2012 - 2021 • 9 years

Tyler, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John R

Series 65

Longview, TX

1 Timothy 6 V 7 LLC

John Reed is a financial advisor with 4 years of industry experience and holds a Series 65 credential. He is the principal of 1 Timothy 6 V 7 LLC, an independent advisory firm. Outside of his advisory work, Reed is also a teacher at Henderson High School in Texas. 1 Timothy 6 V 7 LLC provides investment management and advisory services primarily to pooled investment vehicles and institutional clients, including foundations, corporations, and plan sponsors. The firm employs a blend of active and passive strategies with a focus on risk-adjusted, tax-aware allocations and offers both discretionary and non-discretionary portfolio management alongside retirement plan consulting and financial planning.

Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
user avatar

Tucker K

Series 65

Overton, TX

Pistol Hill Capital

Tucker Konczak is a financial advisor at Pistol Hill Capital with one year of industry experience. He holds a Series 65 designation and has worked at Galeforce Capital Management and e360 Power. Outside of advising, he served as a junior analyst at e360 Power. Pistol Hill Capital is a small, independent registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary asset management and guidance across various asset classes, employing both fundamental and technical analysis with a focus on long-term strategies tailored to each client's needs.

Real estate investing

Brandon R

CFP®, EA, RICP®

Longview, TX

Belonging Wealth Management

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.

Wealth management General retirement planning Baby Boomers (Born 1946-1964)
user avatar

Andrew A

Series 66

Longview, TX

Rose Wealth, LLC

Andrew Alston is a financial advisor at Rose Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise, Edward Jones, and Texas Bank and Trust Company. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary management. The firm emphasizes strategic asset allocation and uses third-party money managers and model portfolios, performing due diligence and ongoing supervision of sub-advisors.

Annuities
user avatar

Abigail W

CFP®, Series 65

Longview, TX

Naviant Partners, LLC

Abigail Williams is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Naviant Partners, LLC, having previously worked at Stone Oak Wealth Management, CapFinancial Partners, Covenant Multi-Family Offices, Reliance Bank Limited, and Texas A&M University. Outside of her advisory role, she is an Independent Market Partner for MONAT Global Corp., promoting haircare, skincare, and makeup products. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment process incorporating modern portfolio theory and various analytical approaches, with a notable focus on retirement plan consulting and ERISA-related fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
user avatar

Sean G

CFP®, Series 66

Longview, TX

Rose Wealth, LLC

Sean Green is a CFP® with 12 years of industry experience, currently serving as an advisor at Rose Wealth, LLC. He previously worked for Lonestar Registered Investment Advisors, PLLC for nine years and is also the managing member and attorney at Green Law, PLLC, where he provides estate planning, business formation, probate, and related legal services. Rose Wealth, LLC is a state-registered investment adviser that offers discretionary and non-discretionary investment management to individuals and high-net-worth clients. The firm emphasizes strategic asset allocation and uses external platforms and selected account managers to implement portfolios, while performing due diligence and ongoing supervision of sub-advisors.

Annuities
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