Maxwell McLenna

Maxwell McLenna brings more than 11 years of experience in the financial services industry. He began as an intern, then earned his licenses and advanced into a key support role assisting advisors and serving clients. Over the years, Maxwell has worked alongside a variety of advisors, gaining exposure to different planning styles and service models. He holds his Series 7 and 66 registrations, along with life and health insurance licenses. He earned his bachelor’s degree in Communication from Western Connecticut State University and his master’s degree in Communication from Central Connecticut State University.

 

In his current role, Maxwell supports the ongoing management of client relationships. He also assists with day-to-day operations, meets with clients to address questions and paperwork, and helps guide prospective clients through the onboarding process.

 

Maxwell values the opportunity to help clients achieve the goals they’ve set for themselves. He is committed to providing reliable, responsive service and contributing to a positive, well-organized experience.