Partner, Founder
Amanda Madrigale
Senior Vice President
As one of the founders of Carpion Private Wealth, Amanda specializes in comprehensive financial planning for both individuals and families, as well as corporate retirement strategies for businesses. Amanda was formerly a Financial Advisor and Financial Planning Specialist at Morgan Stanley Wealth Management. She has extensive knowledge in providing customized advice on pre- and post-retirement income needs, investment recommendations, tax management strategies, asset allocation, and estate and generational wealth transfer planning. Amanda is focused on forming lasting relationships with her clients and their families, based on trust, integrity, and a high-level of service. Her goal is to be a sounding board for clients through their decisions to help prepare them for the various stages of life.
Outside of wealth management, Amanda is an avid world traveler, car enthusiast, scuba diver, and wine lover. After relocating from the East Coast, she now has three fur-babies and is an active volunteer with multiple children’s organizations in the DFW area.
Amanda graduated Magna Cum Laude with a B.B.A. in Finance from Stevenson University in Maryland, while also employed full-time as a Financial Aid Advisor helping families plan for college education expenses.