5 days ago
VESTED Voices: Major General Angie Salinas
In this video, get to know Major General Angie Salinas,...
- With CAPTRUST Since 2019
- 210.824.8916
-
700 North Saint Mary's St #100
San Antonio, TX 78205
Madelon Yanta Leone, CFA®
Principal,
Financial Advisor
- San Antonio, TX
- Tattoos on the Heart: The Power of Boundless Compassion | Out of Africa
- Larry Elder, Condoleezza Rice, and Daniel Kahneman
- Those who deserve love the least need it the most.
- Unflappability, compassion, and integrity
Financial Advisors
Madelon Yanta Leone is a wealth management financial advisor based in San Antonio, TX.
Madelon joined CAPTRUST from South Texas Money Management in 2019. She serves as a principal and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.
Prior to joining the firm, Madelon served as a senior vice president, partner, and relationship manager at South Texas Money Management. She earned her Bachelor of Business Administration degree in finance from Texas A&M University.
Education
- Bachelor of Business Administration degree in finance from Texas A&M University
Industry Designations
- Chartered Financial Analyst®
Memberships
- Chairman, Christus Santa Rosa Hospital Friends Foundation
- Advisor & Past Treasurer, the Ballet Conservatory of South Texas
- Member, Impact SA
- Member, Chartered Financial Analyst Institute
- Member, The Former Students Association Texas A&M University
- Member, Aggie Women Texas A&M University
- Member, CAPTRUST Women’s Initiative
News & Resources
Wealth Management
Wealth Management
7 days ago
Basics of 529 Education Savings for Individuals
Choosing the right college savings plan for your child can...
Wealth Management
3 weeks ago
Planned Giving Strategies for Individuals
Planned giving, also known as gift planning or legacy giving,...
Resources
2 months ago
Market Update | October 2022
Coming into 2022, investors had enjoyed three years of terrific...
