Max Rooney
- Role
- Senior Wealth Advisor, Senior Vice President at Wilmington Trust
- Location
- Burlington, VT, US
- LinkedIn followers
- 500 followers
About Max Rooney
My objective is to help people strengthen their financial wellbeing and secure peace of…
Experience
Senior Wealth Advisor, Senior Vice President
Dec 2021 — Present
Max is responsible for providing comprehensive wealth management advice to individuals, families, entrepreneurs, business owners, foundations, and endowments throughout Vermont. He works closely with clients and their advisors to develop financial strategies to help clients meet their current needs and plan for their long term objectives. Max coordinates the various services his clients require based on their unique needs, including investment management, financial planning, trust, private banking, and family office services. Prior to 06/01/2022, Max served in this same role for People\'s United Advisors, which was acquired by Wilmington Trust.
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