Account Navigation:
Empowering Your Journey Beyond SDIRA Setup

Join Us for Our Upcoming 
Free Webinar!

When: Wednesday, March 27, 2024 at 1:30 PM ET / 10:30 AM PT
(45 minutes)
Join Emily Rhinesmith, Madison Trust's Lead Account Navigator, as she guides you through how our Navigation Department assists clients in taking the next steps after account set up. Embarking on your self-directed investing path can be an exciting step, and our goal is to provide you with this resource to support you on this journey. Gain valuable insights in just 45 minutes.
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Featured Speakers

Emily Rhinesmith
Emily Rhinesmith is proud to be Madison Trust’s Lead Account Navigator. Emily serves as the bridge to success for new clients navigating Madison Trust SDIRA’s together. She also serves as the liaison between the Sales and Support Teams. Emily provides clear communication regarding next steps, bringing attention to detail, written follow-ups, and sincere care with a smile to each meeting. Emily diligently researches and customizes each Navigation call to every client's unique SDIRA investing goals. With over three years of experience with Madison Trust Company in Support and Navigation, and 10 years in customer facing roles, Emily understands how important the client experience is, and genuinely enjoys working alongside clients to help them reach their investing goals.
Brianna Avillo
Brianna is honored to serve as Manager of the Marketing Department at Madison Trust Company. With six years of experience in marketing, she excels in delivering creative solutions that have helped companies bring their missions to the world. Her positive and motivating demeanor instills purpose, direction, and enthusiasm within her team. On a daily basis, she takes charge of spearheading marketing initiatives, orchestrating resources, and establishing top-tier quality and performance benchmarks. Additionally, Brianna consistently communicates project results and potential risks to the relevant management levels, ensuring peak performance at every turn.

Who Is Madison Trust?

Madison Trust an "investor first" Self-Directed IRA custodian. You will get some of the industry's lowest fees and amazing client support as you gain control of your retirement investments.

Are You Ready to Retire Richer?

Sign up for our upcoming webinar today!
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This content is for educational purposes only.

Disclaimer: All the information contained on our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Before making investment decisions, please consult the appropriate legal, tax, and investment professionals for advice.

Ready to start investing in your future?

Fill out our form, and one of our IRA Specialists will answer any questions that you may have.
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Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Hours:
Monday - Thursday: 9:00AM - 6:00PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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