Max Rooney, former financial consultant for Fidelity Investments, has joined People’s United Advisors in Burlington as senior vice president and senior relationship manager. In his new role, Rooney will be responsible for managing client relationships throughout the state of Vermont.
Rooney brings more than 15 years of banking, wealth management, financial planning, and portfolio management experience to People’s United Advisors. He is a certified financial planner, certified investment management analyst, chartered financial consultant, retirement income certified professional, chartered life underwriter and chartered advisor for senior living.
“Max brings a proven track record of helping clients achieve their unique financial goals through building long-term relationships and serving as an advisor to clients,” said Russ Caffry of People’s United Bank. “He specializes in helping clients with retirement and estate planning, investment advice, tax strategies, risk management and income analysis, and will be a welcome addition to our team.”
People’s United Advisors helps institutions, employers, individuals and their families navigate through investment, trust, retirement, banking and planning challenges. The experienced professionals work as a team to deliver specialized knowledge, solutions and services to each client to help them solve for their unique financial and wealth objectives.