Madeleine M. Cloutier, daughter of Patrick J. Cloutier, is a Registered Assistant of Woodbury Financial Services, Inc. and is the Director of Customer Relationships at Legacy Planning Group.
Madeleine graduated from the Texas Tech University Rawls College of Business in 2015. After spending some time working at the McKinney Chamber of Commerce as their Information Specialist, Madeleine found the freedom to follow an exciting new path – a career in the Financial Services Industry. In her role as a Financial Representative for Fidelity Investments, she developed a deep discipline for exceeding client expectations while providing consultative investment and financial planning guidance. In April of 2017, Madeleine joined her father, Patrick Cloutier, at Legacy Planning Group. Madeleine and her father specialize in helping individuals create and follow successful retirement strategies. Madeleine feels like she has truly found her passion – helping clients reach their financial goals.
Madeleine maintains several securities registrations, including a Series 7 registration, Series 66 registration, and Series 63 registration. She has also attained a Life, Accident and Health Insurance License. Madeleine is constantly working to expand her investment knowledge, so she will continue to be the best resource for her clients.
Outside the office, Madeleine enjoys spending time with her family and friends – especially her fiancé, Tyler Underwood. They plan to get married in May 2018. Tyler earned his MBA in Accounting from Texas Tech University, and is currently pursuing a law degree at Texas A&M. They are very excited to start their life together. Whenever Madeleine finds the time (aka not wedding planning), she loves to travel to Colorado. There, she visits family and spends hours hiking and skiing, enjoying the fresh mountain air.