Madeline Romeo – Client Associate

Madeline Romeo

MADELINE ROMEO

CLIENT ASSOCIATE

In her role as Client Associate, Madeline Romeo is a prompt, friendly professional who is dedicated to helping Vine & Branch Capital’s clients reach their goals. Madeline pairs a lifelong thirst for learning with an honest desire to be a reliable resource who fulfills whatever requests the advisors and clients might have.

Before joining the team at Vine & Branch, Madeline developed actionable metrics to help clients achieve goals and solved multi-step problems in the fitness and real estate development industries. In addition to her unique work history, she also draws on her bachelor’s in psychology from Oswego University and her master’s coursework in athletic rehabilitation from Syracuse University. Outside of the office, Madeline and her family are a part of the Hope Church Movement.

Having enjoyed outdoor activities while growing up on Long Island, NY, Madeline *loves* the green open spaces for outdoor adventures in North Carolina. You’ll often find her swimming in the open water, running mountain trails, or just puttering around her garden. A deeply involved mother who loves her children very much, Madeline connects with them through activities like watching her girls play soccer, joining each other on runs, family camp-outs, and growing food together. When you see her, ask her about the time she joined the amazing Team USA athletes at the 2021 World Championships in Spain!

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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