Max Bradley

Vice President, Financial Consultant

Max Bradley, CFP®, is the Vice President and Financial Consultant at Fidelity Investments, where they partner with clients to help them define goals, develop financial plans, and secure financial futures. Prior to this role, Max held various positions at Fidelity, including Retirement Relationship Manager and Financial Representative, from 2015 to 2018. Additionally, they worked as a Retirement Investment Specialist at J.P. Morgan from 2012 to 2013. Max is a Certified Financial Planner® and holds multiple licenses, including Series 7/66 and life, health, annuity, and long-term care insurance.

Location

Englewood, United States

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