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Mitchell B

CFP®, Series 63, Series 65

Bloomfield Hills, MI

Madison Avenue Securities, LLC

Mitchell Bonnett is a CFP® with 38 years of industry experience, currently serving at Madison Avenue Securities, LLC since 2022. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial, where he worked for over two decades. Outside of his advisory work, he is a vice president and co-owner of Wealth Creation Strategies Inc. and serves as class treasurer for the West Point Class of 1965. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and consulting services through multiple account platforms.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Sharon V

Series 63, Series 66

Bloomfield Hills, MI

Madison Avenue Securities, LLC

Sharon Viano is a financial advisor at Madison Avenue Securities, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors and Linsco Private Ledger Corp. Outside of her advisory work, she is a co-owner and vice president of Wealth Creation Strategies Inc. and serves as a trustee for ProBiomechanics, a nonprofit that funds scholarships for engineering students. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Matthew F

Series 66

Bloomfield Hills, MI

Madison Avenue Securities, LLC

Matthew Ferri is a financial advisor at Madison Avenue Securities, LLC with a Series 66 designation and three years of industry experience. He has served at Madison Avenue Securities since 2022 and concurrently operates the Law Office of Matthew A. Ferri, PLLC as managing attorney since 2008. Outside of his advisory role, he acts as a trustee and conservator for various personal and client-related trusts. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers diverse account platforms and employs various investment strategies through its network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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