Our Team

Image
Betsy Madonna Wealth Planner

Betsy Madonna is a Wealth Planner at Great Valley Advisors. Betsy enjoys educating and servicing her clients by creating financial plans that are tailored to their particular needs and goals. Betsy says, “You cannot expect to arrive at your destination unless you’ve got the roadmap to get you there.” She believes that in a time when advice and investments are easily accessible, an honest and trustworthy relationship with a Financial Advisor is more important than ever.

Prior to joining Great Valley Advisors, she spent nine years as a Wealth Manager with Raymond James in addition to seven years as a wholesaler at Lincoln Financial Group. While working alongside financial advisors, educating them on retirement plan products, and sitting at the client’s kitchen tables, she developed a passion for helping families pursue their financial goals. As she likes to put it, “Watching a client sigh in relief, knowing that they not only have a plan to retire, but can retire with confidence, is what this is all about.”

Originally from Philadelphia, Betsy is a graduate from Temple University. She is a resident of Plymouth Meeting, Pennsylvania, with her husband Dan, and her sons Brody (10) and Cash (8). Betsy serves as a board member of Whitemarsh Little League and spends her free time in Wildwood Crest.

Berwyn