Max Callaghan Email and Phone Number
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Max Callaghan personal email
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Though my first priority is to help clients find the best financial and wealth strategies for their situations, I never forget that each family’s quality of life depends on more than numbers. Every client we meet has personal goals, dreams, and priorities that deserve our attention, and we consider each person an extension of our family who deserves our care and respect. We aim to educate and guide our clients toward effective strategies for managing their finances, allocating resources, and devising estate and legacy strategies. I have been fascinated by the world of finance since my childhood, when my father advised me to purchase $1,500 of AT&T with the savings from my first job at the age of 14. I am a natural fit with Edward Jones and have worked for the firm for 30 years, the past 20 in California. In 2011, I was named a regional leader with responsibility to lead more than 60 branch teams in Northern California. In 2014, I became an Edward Jones principal and in 2024 I returned to a full time financial advisor role. My wife and I enjoy the outdoors and are kept busy raising our four children and enjoying their many activities. My goal is to be a trusted financial advisor for my clients. If you would like a second opinion on your portfolio and retirement plans, please contact me and I will be happy to let you know how I might help./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Edward Jones
View- Website:
- edwardjones.com
- Employees:
- 35357
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Financial AdvisorEdward Jones Sep 2003 - PresentCameron Park, California, United States -
Financial Advisor - Regional LeaderEdward Jones Jan 2010 - Dec 2023Cameron Park, Ca -
Financial Advisor Development TrainingEdward Jones Oct 2002 - Aug 2003London, United Kingdom, United Kingdom -
Financial AdvisorEdward Jones Nov 1997 - Oct 2002Guildford, Surrey, United Kingdom -
Investment RepresentativeEdward Jones May 1994 - Oct 1997Clarion, Pennsylvania
Max Callaghan Skills
Max Callaghan Education Details
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Penn State UniversityFinance, General
Frequently Asked Questions about Max Callaghan
What company does Max Callaghan work for?
Max Callaghan works for Edward Jones
What is Max Callaghan's role at the current company?
Max Callaghan's current role is Accomplished Financial Advisor Serving Families and Business Owners at Edward Jones.
What is Max Callaghan's email address?
Max Callaghan's email address is ma****@****bal.net
What is Max Callaghan's direct phone number?
Max Callaghan's direct phone number is +131482*****
What schools did Max Callaghan attend?
Max Callaghan attended Penn State University.
What are some of Max Callaghan's interests?
Max Callaghan has interest in Skiing, Italian Language, Tennis.
What skills is Max Callaghan known for?
Max Callaghan has skills like 401k Rollovers, Iras, Retirement, Wealth Management, 401k, Retirement Planning, Mutual Funds, Variable Annuities, Series 7, Fixed Annuities, Roth Ira, Wealth Preservation Strategies.
Who are Max Callaghan's colleagues?
Max Callaghan's colleagues are Micah J Howard, Mckenzie Jorgenson, Joseph Bartholomew, Nicole Duplantis, Andrew Price, Caryn Vedane, Kelly Maddox.
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