MAX names new wealth manager
MONTGOMERY, AL (September 2, 2015) — MAX has named Matt Cowell as a Wealth Manager with investMAX in the Lee County market. He is based out of MAX’s Downtown Auburn Branch. Cowell will work with local businesses and clients in areas such as estate planning, fixed income investing, portfolio management and employee retirement planning.
Cowell began his career at MAX as a customer service representative. After earning a bachelor’s degree in Finance and Accounting, Cowell gained additional industry experience as a financial adviser at other financial institutions. Cowell is returning to join the growing investment services team of investMAX.
“I am excited to join the team at MAX,” said Cowell. “I can truly say the culture at MAX was the biggest reason I wanted to come back. MAX has created a culture that is centered on ‘people helping people.’ From the way it treats its employees to the way it serves its customers, MAX is a company that practices what it preaches.”
Cowell holds his series 7 and 66 securities registrations through LPL Financial as well as a State of Alabama Insurance License.
About MAX Credit Union
MAX Credit Union is a leading, locally owed financial institution in Alabama, with more than $2.0 billion in assets. Serving our communities for over 67 years, MAX provides a full array of consumer and business financial products to include checking, savings, loans, wealth management, insurance, mortgages, online and mobile banking. MAX has 17 branch locations across its Alabama footprint, more than 30,000 surcharge free ATMs, and myMAX Service Center to assist with any financial needs by phone. With dedicated team members, MAX is committed to providing exceptional customer service and value. Please visit us at www.mymax.com