Madeline Ojeda

Madeline Ojeda

Investment Coordinator

Domicile State: MA

Madeline is our team's investment New Business Coordinator working to setup and process all incoming investment business.  She prepares all applications for the advisors and clients in preparation for new accounts. She also assists in working on any and all investment service related needs for clients.  She works to ensure that client's needs with forms, changes, and any additional investment services are met. 

Phone (508) 890-6211