Broker Check

Madison Oaks Wealth Partners - Raleigh, North Carolina

 

  (919) 324-3345

Our Team

As Managing Partner of the firm, Scott Lord brings over two decades of financial services experience to his clients. While specializing in asset management, Scott’s experience extends across a full menu of financial planning...

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With over 23 years of industry experience, Kenneth Bollinger focuses his expertise on helping clients reach their financial and lifetime goals. Having worked extensively with institutional investors, Kenneth spent over 18 years at...

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Investment Committee

Clint has developed and currently manages proprietary quantitative strategies by fusing together behavioral finance, fundamental and technical analysis. He is a Chartered Market Technician and Chartered Financial Analyst and is...

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Robert is a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Analyst with more than 20 years of experience in the financial services industry and business world. He finds great satisfaction in being an integral...

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