Kellan Maxwell, Cfa
AeroLeads people directory · profile

Kellan Maxwell, Cfa Email & Phone Number

Relationship Associate at Diversified Trust
Location: Memphis, Tennessee, United States 10 work roles 1 school
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Diversified Trust
Role
Relationship Associate
Location
Memphis, Tennessee, United States
Company size
146 employees

Who is Kellan Maxwell, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kellan Maxwell, Cfa is listed as Relationship Associate at Diversified Trust, a with 146 employees, based in Memphis, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Kellan Maxwell, Cfa.

Kellan Maxwell, Cfa previously worked as Associate at Diversified Trust and Financial Advisor at The Avenue Wealth Management Group. Kellan Maxwell, Cfa studied at Wheaton College.

Company email context

Email format at Diversified Trust

This section adds company-level context without repeating Kellan Maxwell, Cfa's masked contact details.

Diversified Trust

Review company-level records connected to Kellan Maxwell, Cfa before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Kellan Maxwell, Cfa

Kellan Maxwell, Cfa is a Relationship Associate at Diversified Trust.

Current workplace

Kellan Maxwell, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Diversified Trust
Diversified Trust
Relationship Associate
Memphis, TN, US
Website
diversifiedtrust.com
Employees
146
AeroLeads page
Company profile
View company profile Email format
10 roles

Kellan Maxwell, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Analyst

Cantor Fitzgerald

Memphis, Tennessee, United States

Sep 2021 - Aug 2023

Financial Systems Analyst

Fedex Services

Memphis, Tennessee

Jun 2019 - Sep 2021

Accounting/Finance/Sourcing Intern

Fedex Services

Greater Memphis Area

Jun 2018 - Aug 2018

Business Owner

Maxwell Lawn Care

Greater Memphis Area

May 2017 - Aug 2017
Team & coworkers

Colleagues at Diversified Trust

Other employees you can reach at diversifiedtrust.com. View company contacts for 146 employees →

CD Carter Davenport Ii, Cfp® Carter Davenport Ii, Cfp® Colleague at Diversified TrustGreensboro, North Carolina, United States View → GK Glynis Kamrath Glynis Kamrath Colleague at Diversified TrustAtlanta, Georgia, United States View → TC Tom Cox Tom Cox Colleague at Diversified TrustCharleston County, South Carolina, United States View → CS Cameron Simmons Cameron Simmons Colleague at Diversified TrustNashville, Tennessee, United States View → ZF Zachary Fuqua, Cfa Zachary Fuqua, Cfa Colleague at Diversified TrustMount Pleasant, South Carolina, United States View → JW Jason Wheat, Cfa Jason Wheat, Cfa Colleague at Diversified TrustMemphis, Tennessee, United States View → NG Neel Gammill, Cfa Neel Gammill, Cfa Colleague at Diversified TrustMemphis, Tennessee, United States View → KB Kathy Beard Kathy Beard Colleague at Diversified TrustAtlanta, Georgia, United States View → BG Bettye Glover Bettye Glover Colleague at Diversified TrustNashville, Tennessee, United States View → SO Stephanie Orton Stephanie Orton Colleague at Diversified TrustFranklin, Tennessee, United States View →
1 education record

Kellan Maxwell, Cfa education

FAQ

Frequently asked questions about Kellan Maxwell, Cfa

Quick answers generated from the profile data available on this page.

What company does Kellan Maxwell, Cfa work for?

Kellan Maxwell, Cfa works for Diversified Trust.

What is Kellan Maxwell, Cfa's role at Diversified Trust?

Kellan Maxwell, Cfa is listed as Relationship Associate at Diversified Trust.

Where is Kellan Maxwell, Cfa based?

Kellan Maxwell, Cfa is based in Memphis, Tennessee, United States while working with Diversified Trust.

What companies has Kellan Maxwell, Cfa worked for?

Kellan Maxwell, Cfa has worked for Diversified Trust, The Avenue Wealth Management Group, Cantor Fitzgerald, Fedex Services, and Windyke Country Club.

Who are Kellan Maxwell, Cfa's colleagues at Diversified Trust?

Kellan Maxwell, Cfa's colleagues at Diversified Trust include Carter Davenport Ii, Cfp®, Glynis Kamrath, Tom Cox, Cameron Simmons, and Zachary Fuqua, Cfa.

How can I contact Kellan Maxwell, Cfa?

You can use AeroLeads to view verified contact signals for Kellan Maxwell, Cfa at Diversified Trust, including work email, phone, and LinkedIn data when available.

What schools did Kellan Maxwell, Cfa attend?

Kellan Maxwell, Cfa studied at Wheaton College.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.