Staci Madsen
Advisor at PNC Wealth Management — Kilgore, TX
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
3 years
Location
Kilgore, TX 75662
PNC Wealth Management
Enterprise
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.
0.85% annually
Account minimum: $5,000
Kilgore, TX
1200 North Kilgore Street
Kilgore TX 75662
Advisors at this office
1
Texas
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
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Is active or affiliated with:
Insurance agent
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Bank
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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