David Madison

David Madison is a Financial Planner, Investment Advisor and the Vice President of Estate & Trust Advisors. He attended Georgetown and Elmhurst University graduating with a B.S. David works with his clients and their families helping them design and manage a strategy to successfully navigate their path to and through retirement. He takes a wholistic approach, helping them understand how all their assets can work in concert to meet their short- and long-term needs. Among other accolades, David has been featured in Chicago Magazine as a Five Star Wealth Manager for several years. David earned his Certified Investment Management Analyst (CIMA®) designation from the University of Chicago Booth School of Business in 2018. Prior to joining ETA, David worked for BMO Harris Bank helping individuals and businesses achieve their financial goals. He spends his free time with his wife, son, and dog enjoying as much outdoor activity that the Chicago weather allows.