Kris Maxwell Email & Phone Number
Partner, Wealth Management Advisor @ VINITY
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Kris Maxwell Location
- Scottsdale, AZ, US
Kris Maxwell Work
- Partner, Wealth Management Advisor @ (August 2026 - Present)
- Wealth Management Advisor @ (August 2026 - Present)
- Regional Vice President @ (October 2012 - July 2026)
- District Sales Associate @ (January 2010 - October 2012)
- Financial Advisor @ (June 2008 - January 2010)
- Personal Banking Officer @ (May 2005 - May 2008)
Kris Maxwell Education
- Bryant University
Boston Institute of Finance CFP Program (Certified Financial Planning)
2025-2026 - CSI
Canadian Securities Institute
2007-2023 - University of New Brunswick
BBA (Economics, Accounting, Finance)
2003-2007
Kris Maxwell Skills
- Financial Planning and Analysis (FP&A)
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Protection Planning
- Retirement Planning
- Strategic Financial Planning
- Tax Planning
- Wealth Management
Kris Maxwell Summary
- Kris Maxwell, based in Scottsdale, AZ, US, is currently a Partner, Wealth Management Advisor at VINITY. Kris Maxwell brings experience from previous roles at Touchstone Wealth, TD Asset Management, Fidelity Investments and Scotiabank. Kris Maxwell holds a 2025 - 2026 Boston Institute of Finance CFP Program in Certified Financial Planning @ Bryant University. With a robust skill set that includes Financial Planning and Analysis (FP&A), Investment Strategies, Investments, Mutual Funds, Portfolio Management and more. Kris Maxwell has 1 mobile phone numbers on RocketReach.
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Kris Maxwell
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