Max Rooney

Max Rooney, CFP®, CIMA®, ChFC®, is a Senior Wealth Advisor and SVP at Wilmington Trust, where Max provides comprehensive wealth management advice to individuals, families, entrepreneurs, business owners, foundations, and endowments in Vermont. With previous roles as a Financial Consultant at Fidelity Investments, a Wealth Management Advisor at TIAA, and a Financial Advisor at Northwestern Mutual, Max brings extensive experience in cultivating client relationships and developing financial strategies. Educational credentials include a Bachelor of Science degree in Business Administration from the University of Vermont, an Investment Management certificate from the Yale School of Management, and ongoing studies in financial planning at The American College of Financial Services.