Madelyn Sursi, Financial Advisor at RBC Wealth Management

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At The Paradigm Group, we create and meticulously service specifically tailored solutions to help solve complex financial issues for families, business owners and executives.

According to our 2026 Women and Wealth survey, more women than ever are choosing to give while living. Whether it’s phil...
10/14/2026

According to our 2026 Women and Wealth survey, more women than ever are choosing to give while living. Whether it’s philanthropy or passing wealth to the next generation, women are prioritizing their impact earlier and faster than we’ve seen before. It’s about building a legacy you can witness today.

Interested in learning more about the 'giving while living' trend? Explore the full findings from our survey here: https://bit.ly/4jVx63E

Officially learning what all the Mahjong excitement is about! Had such a fun time at Mahjong 101 this week. I loved lear...
10/09/2026

Officially learning what all the Mahjong excitement is about!

Had such a fun time at Mahjong 101 this week. I loved learning a new skill, meeting some great women, and enjoying a little friendly competition.

Thank you to the Tile Divas Mahjong Society in Cincinnati! I have a feeling this won't be my last game!

One of the best parts of what I do is getting to work alongside such a talented group of people. Proud to be surrounded ...
09/24/2026

One of the best parts of what I do is getting to work alongside such a talented group of people. Proud to be surrounded by a team that brings so much experience, dedication, and thoughtfulness to our clients every day.

Your financial goals are personal. Your financial plan should be too. I love getting to know our clients behind the numb...
09/17/2026

Your financial goals are personal. Your financial plan should be too.

I love getting to know our clients behind the numbers and helping them build a plan for what matters most.

Let's start a conversation

08/18/2026

As summer winds down, we're reflecting on the energy and excitement of our June Summer Block Party—the perfect kickoff to the season. We're grateful for the opportunity to connect with our clients and look forward to hosting more events that bring us together.

One week after Ignite and I'm still thinking about the conversations from Minneapolis...A few key takeaways from our tim...
08/11/2026

One week after Ignite and I'm still thinking about the conversations from Minneapolis...

A few key takeaways from our time with fellow advisors:
1. The importance of staying curious
2. The power of collaboration
3. Reminder that our best work happens when we focus on genuine client relationships - At the end of the day, that's what this is about. Not transactions, but real partnerships built on trust.

What an incredible week at the IGNITE Conference at RBC's headquarters in Minneapolis! Grateful for the connections, ins...
08/04/2026

What an incredible week at the IGNITE Conference at RBC's headquarters in Minneapolis!

Grateful for the connections, insights, and energy from this amazing group. Looking forward to bringing back these valuable insights and so proud to be apart of this group!

We are thrilled to welcome Tracy Patrick to our team!With more than 20 years of experience in the banking and securities...
07/30/2026

We are thrilled to welcome Tracy Patrick to our team!

With more than 20 years of experience in the banking and securities industry, Tracy Patrick is a Senior Financial Associate at RBC. She is passionate about building lasting relationships, delivering exceptional client service, and helping clients and advisors navigate every stage of the financial journey with confidence and care.

Tracy earned her Bachelor of Science in Business Administration with a concentration in Finance from Florida State University. She has passed the Series 7, 9 and 66 exams. Tracy is known for her collaborative approach, attention to detail, and commitment to creating outstanding client experience.

Giving back to the community is an important part of Tracy’s life. She is an active member of St. Henry Church in Elsmere, Kentucky, where she volunteers her time and financial expertise in support of the parish and school. She has also served with the Northern Kentucky Chamber of Commerce, United Way, and other local organizations throughout the Greater Cincinnati area.

Originally from Cincinnati’s West Side, Tracy now lives in Burlington, Kentucky, with her husband, Anthony, and their two sons, Jackson and Jasper. Outside of work, you’ll often find her cheering from the sidelines or traveling to baseball, golf, and hockey events with her family.

Had a fantastic time at the WIRE event—big thanks to Marianne Taylor at Colliers for hosting such an engaging networking...
06/23/2026

Had a fantastic time at the WIRE event—big thanks to Marianne Taylor at Colliers for hosting such an engaging networking event.

It was great connecting with Virginia Cunningham and other talented women in Cincinnati.

What a success! I had the privilege of hosting a Women in Wealth event with incredible women in the Cincinnati community...
06/01/2026

What a success!

I had the privilege of hosting a Women in Wealth event with incredible women in the Cincinnati community. We partnered with a local women's group, Cincy Girls Who, and created a space to help women take control of their financial futures.

Financial literacy is so important and it was inspiring to see so many women come together to learn and ask tailored financial questions. Together we covered a variety of topics from where to start, to building long term wealth.

Big thank you to Mindy Burgess from Touchstone for presenting and sparking conversations around women in wealth.

Thank you to everyone that attended and helped make this event such a success.

If you're interested in attending future wealth conversations, I'd love to connect!

Address

3825 Edwards Road Suite 530
Cincinnati, OH
45209

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(513)2206189

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