Madeleine Stevens
My Mission Statement
My Story and Services
With a commitment to community service, Midge has served as a board member of the Greater Girard Chamber of Commerce, and as an active advocate in local Girard School Levy Committees. She is a dedicated volunteer with the American Cancer Society’s Relay for Life and has coordinated fundraisers and outreach events for the organization over the last 20 years. Midge enjoys traveling with her family, boating, gardening, and listening to music. She and her husband, Craig, reside in Girard, Ohio. They have two daughters, a new son-in-law, and two grand dogs.
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NMLS#: 1834567
By investing one our most precious resources, our time, to develop close meaningful relationships, we offer our clients first-class business in a first-class way.
- Multigenerational Families
- Professionals Planning for Retirement
- Independent Women
- Business Owners
- Sudden Wealth
- Next Generation
- Personalized Goals-Based Plan
- Customized Investment Strategy
- Frequent Portfolio and Market Updates
- Regular Communication
- Secure Digital Capabilities
A Planning Mindset
A comprehensive approach to wealth management means considering all aspects of your life to help you achieve your goals. We design a customized strategy, tailored to your unique financial picture, to assist you in reaching your targets, achieving financial independence, and continuing your legacy.
We thoughtfully align our client's values with their investment objectives and risk tolerance. Using the full resources of the firm like our Family Office Resources and Global Investment Office, we help our clients increase their comfort level and assist them in preserving family wealth for generations to come.
We start by sharing in a deep conversation to gain a thorough understanding of who you are and what really matters to you. What are your passions? Fears? What are your goals? We review your current financial picture and collaborate to develop a financial plan that reflects the road ahead.
We work with you to develop portfolio strategies that can help you achieve the outcomes you envision. Based on your unique needs and dynamics, we offer guidance tailored to assisting you.
We look across multiple accounts and products to help you implement strategies that are an appropriate fit for you. Utilizing investment managers with a history of performance and that can effectively manage risk, we create an asset allocation based on your risk tolerance and timeframe.
We help you track your progress and communicate regularly to help ensure you remain positioned to achieve your goals. Our ongoing investment monitoring allows us to be receptive to your life changes and adaptable to market conditions.
Client Resources
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
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Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
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Portfolio Insights
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