Wealth Management

We take a comprehensive approach to wealth management, including consultative services, financial planning, investment management, retirement planning, estate planning, and asset protection planning.





A Wealth of Options

Your financial objectives are our priority. We'll guide you through the intricate process of clearly defining your goals and creating a strategy to achieve them, all with your risk tolerance in mind. With a wide selection of investment opportunities, you'll be confident about investing and saving for the future in every stage of life. The current investment climate is exciting and challenging, and we're eager to partner with you to reach your goals.

Personalized Service that Helps You Grow

Your goals and journey are unique. Your financial plan should be, too. We'll create a personalized approach that makes your money work for you. Our team of experts will recommend proven strategies and products to help grow your assets and income while maintaining flexibility to adjust along the way as your life situations require. You’ll have access to a superior suite of investment opportunities spanning a wide range of asset classes and investment styles.

 

Individual Services

Choose from an array of options designed to help you with all of your investment and retirement savings goals, no matter what stage of life you’re in.

  • Financial Consulting
  • Portfolio Management
  • Retirement Planning & IRAs
  • Education Funding
  • Life Event Planning
  • Life Insurance
  • Rollover from Existing Plans

 

Business Services

We tailor our services to business owners who are balancing their personal investment and retirement savings goals with those of their employees.

  • 401(k)
  • Profits Sharing & Qualified Retirement Plans
  • Key Person Insurance
  • Executive Benefit Plan
meet the team

Working with you to achieve your goals

Our team of skilled professionals are:

  • Committed to understanding your needs and expectations
  • Driven to provide objective and comprehensive solutions
  • Dedicated to building reliable, lasting relationships
  • Focused on prioritizing your best interests

Are you ready to get started? 

Our team is ready to meet with you to discuss your goals and make a plan.

Ken Peavy
VP of Wealth Management
kpeavy@mymax.com
334.215.4978

Sandra Downing
Senior Advisor
sdowning@myMAX.com
334.215.4980

Jordan Halloran
Wealth Advisor
jhalloran@myMAX.com
334.215.4977

J. Tyler Bared
Wealth Advisor
tbared@myMAX.com
334.321.2373

C. Nikki Spivey
Wealth Coordinator II
cspivey@mymax.com
334.215.4962










View Customer Relationship Summary and Disclosures

Securities offered through StoneX Securities Inc. Member FINRA and SIPC. Advisory services offered through StoneX Advisors Inc. The investment products sold through StoneX Advisors Inc. are not insured MAX Credit Union deposits and are not NCUA insured. These products are not obligations of MAX Credit Union and are not endorsed, recommended, or guaranteed by MAX Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.









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