About Our Madison Office
Our Madison office is conveniently located in Giralda Farms, among the 310 beautiful acres of the legendary Geraldine Rockefeller Dodge estate. The office provides a broad range of personalized wealth planning, investment management and financial planning services. Just 25 miles west of New York City, our Madison professionals offer New Jersey residents a direct local connection to the world-class resources of a global financial leader.
Want to talk to someone from our Madison Office?
Get in touch and put our experienced Madison-based team to work on your behalf.
Office Hours
Mon - Fri: 8:30 AM-5:00 PM ET
Contact
Office Phone: (973) 968-4485
Check Verifications & Banking Inquiries:
(800) 830-0549
Client Access
Support for BNY Mellon Wealth Online:
(800) 880-5631
Local Leadership
Our Madison Team
Mark Osgood
President – Tri-State Region
James Robertson
Regional Managing Director
Thomas Roberts
Head of Tri-State Private Banking, National Escrow Director
Want to know more?
Send us an email and we’ll schedule a call that works for you.