Brandi Maxwell
Market Director - Wealth at J.P. Morgan Wealth Management
- Role
- Executive Director, Market Director - Wealth at J.P. Morgan
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Brandi Maxwell
I am an Executive Director, Market Director-Wealth with J.P. Morgan Wealth Management. As a Market Director, I lead a team of Private Client Advisors in Nebraska, Iowa and Kansas City to help clients and their families plan and invest to reach their goals. I have nearly 20 years of experience in financial services. Prior to this role, I was a Private Client Advisor with J.P. Morgan Wealth Management. I also spent several years as a Financial Advisor at Edward Jones. I joined J.P. Morgan in 2020. I hold the required FINRA Series 6, 7, 9, 10, 63 & 66, life & health insurance licenses. When I\'m not in the office I can be found behind the wheel of a classic car, rooting for the Seattle Seahawks or the golf course.
Experience
Executive Director, Market Director - Wealth
Jul 2023 — Present
Skills
- Fixed Annuities
- Series 6
- Business Development
- Life & Health Insurance Licenses
- Financial Review
- Portfolio Review
- Practice Management
- Team Leadership
- Asset Protection Strategies
- Asset Allocation Strategies
- Variable Annuities
- Income Planning
- Retirement Planning
- Financial Analysis
- Risk Assessment
- Wealth Preservation Strategies
- Estate Considerations
- Series 63
- Mutual Funds
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.