Madelyn Sursi, Financial Advisor at RBC Wealth Management

Madelyn Sursi, Financial Advisor at RBC Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Madelyn Sursi, Financial Advisor at RBC Wealth Management, Financial service, 3825 Edwards Road Suite 530, Cincinnati, OH.

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

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!

05/31/2026

If you’re a soccer fan, you’ll love this recap of The Soccer Tournament (TST).

Last year we helped double the women's bracket at TST. That didn't just add teams, it:

•Created opportunities.
•Built careers.
•Showed the world what's possible when you invest in women athletes.

And we're doing it again!

RBC Wealth Management is presenting sponsor of The Soccer Tournament 2026.


I’m excited to share that RBC Wealth Management is an official sponsor of The Soccer Tournament (TST) again this year. T...
05/27/2026

I’m excited to share that RBC Wealth Management is an official sponsor of The Soccer Tournament (TST) again this year.

This year’s tourney is May 27 to June 1 and includes women’s, men’s and now coed soccer teams vying for a $1 million prize in each category!

TST showcases world-class talent and continues to support the expansion of women's soccer.

So excited for this fast-paced, 7 vs. 7 play on the pitch in Cary, North Carolina.
https://bit.ly/4a0pbMH

Memories are treasures. May you have fond recollections of loved ones on this Memorial Day, especially those who made th...
05/25/2026

Memories are treasures. May you have fond recollections of loved ones on this Memorial Day, especially those who made the ultimate sacrifice in service to our country.

Their courage and sacrifice allow us to live in freedom, to build our businesses, to pursue our dreams and to gather with those we love.

We remember them not just today but every day.

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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