Madison Osias, CFP®
My Mission Statement
My Story and Services
Madison Osias is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ within the Chapline Ludwig Group at Morgan Stanley.
Her approach to wealth management is premised on an all-encompassing understanding of the lives of her clients. She firmly believes that their strategy should incorporate both their financial goals and the personal ambitions that remain a priority in their life.
A graduate and former student-athlete at the University of Mississippi (Ole Miss), Madison leverages her experience to listen, empathize, and understand the challenges unique of her clients. She works diligently to serve as a resource to her clients, helping them navigate the multi-faceted and nuanced financial world. Through comprehensive strategies and holistic financial planning, Madison provides peace of mind for her clients to and through retirement.
In alignment with the values of Morgan Stanley – Madison is passionate about inclusion and equality. She serves as the Co-COO of Morgan Stanley's EDGE Committee – a nationwide Diversity & Inclusion initiative sought to achieve Excellence in Diversity through Growth and Empowerment for Financial Advisor Associates.
Outside of the office, Madison is an active volunteer with The Animal Rescue Alliance, the Alzheimer's Association, and serves as the Head Softball Coach at Notre Dame de Sion High School. A lifelong learner and perpetual seeker of new experiences, Madison maintains an active lifestyle through traveling, cooking, reading and most importantly - cheering on the Ole Miss Rebels.
NMLS#: 1913309
Working With You
Combining our own talents and experience with the vast global resources of our firm, we are able to deliver holistic wealth management solutions that address every aspect of your financial life. Following a highly disciplined process, we will help you create, implement and maintain a comprehensive wealth management plan designed to reach your most important personal, professional and philanthropic goals.
We begin by learning about your history, your family, your values, concerns and aspirations. This discovery process enables us to develop an appropriate plan designed to help grow, preserve and transfer your wealth.
From this ongoing dialogue, we'll analyze your current situation and begin to develop a customized financial plan to help achieve your goals. Our planning process seeks to understand where you are today, identify your goals for the future, and create a framework from which we can help you make informed financial decisions.
After reviewing your holistic financial plan, we will discuss our recommendations tailored to your specific needs. With your stated goals in mind, we will collaborate with you to make any necessary adjustments and set a timeline for implementing those changes.
Once you've approved your plan, we begin to execute each strategy, working closely with you to help ensure each of the various elements of your plan effectively integrate with one another. When your personal situation or market conditions change significantly, we will suggest appropriate adjustments to help your portfolio remain aligned with your goals.
Global Sports And Entertainment
Morgan Stanley's Global Sports & Entertainment is a highly specialized wealth management division, dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals in the sports and entertainment industry.
Every sports and entertainment profession has its own unique elements, including earnings profiles and variable career spans that can have a major impact on wealth management. A sports or entertainment professional should have a Financial Advisor who knows the industry and how money flows from your work to your wallet.
As a Global Sports and Entertainment Associate Director and former professional athlete, Madison leverages her own experience to help you understand your total financial picture. With her team's credentials and knowledge, they can craft financial strategies that reflect the unique challenges and dynamics that athletes, coaches and administrators face.
- Develop a sustainable budget
- Determine your financial goals
- Set financial boundaries to help safeguard your money
- Creating strategies to help preserve, grow and transfer wealth
- Analyzing investment and business opportunities
- Provide financial education and resources to empower you to make confident decisions
- Take care of your family without compromising your own future
- Extend your career in the sports industry, stretch peak earnings and plan for your lifetime
- Help you understand the mechanics of your financial well-being and navigating the financial world
Careers in sports and entertainment follow unique financial trajectories that may benefit from a tailored investing approach. A planned approach with the right asset allocation framework can help athletes and entertainers preserve and, in some cases, enhance their career earnings.
NCAA college athletes now have the opportunity to benefit from their name, image and likeness. Understanding the rules in addition to practicing good financial fitness will be essential to setting up your future.
Webinar Series
Join us on Monday, April 14th at 7:30pm ET for our webinar on Financial Fitness. During this session we will be focusing on the fundamentals of finance: budgeting and saving. We will cover topics like constructing and sticking to a budget, paying off debt and how to build your emergency savings.
Join us on Tuesday, February 18th at 7:30pm ET for our webinar on Financial Fitness: Women and Wealth. True wealth is about more than just your money. It's about your life and the things you value most as well as the relationships, interests and goals that bring you joy.
Putting all these elements at the heart of your long-term wealth management strategy helps ensure that you achieve the financial future you envision. This informative webinar is designed to help you identity and prioritize your objectives, and begin to build a personalized plan that helps maximize your probability of achieving your goals.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Wealth Management for Athletes and Entertainers
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Mosaic
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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Awards Disclosures
