MAX Credit Union Appoints Vice President of Wealth Management

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From MAX Credit Union

MONTGOMERY, AL – MAX Credit Union, a leading local financial institution serving East and Central Alabama, is pleased to announce the promotion of Jordan Halloran to Vice President of Wealth Management.

Jordan began his career with MAX in 2014.  During his tenure, he has held several positions in the Wealth sector, where he acquired extensive knowledge.  He is a respected member of the community and has gained the respect of his co-workers through leadership, dedication, and a passion for helping those around him.  Jordan’s knowledge of the financial landscape has afforded him the opportunity to provide a solid financial foundation for MAX Wealth Management clients while keeping their personal financial needs at the forefront. In his new role, Jordan will lead by offering strategic and technical support to our members, aiding their financial progress.  He is responsible for delivering comprehensive financial planning and wealth management solutions tailored to members’ unique goals.  Jordan will also provide expert guidance across investment strategies, risk management, and portfolio diversification, all while overseeing the growth and efficiency of MAX Wealth Management.  Jordan said, “I am excited to take on the role of Vice President of Wealth Management.  It is a wonderful opportunity to leverage my expertise to serve our team and clients in achieving their financial goals.”

Jordan is an active member of the community, serving as the President of the Prattville/Millbrook Sunrise Rotary Club.  He also serves as the Ambassador Chair for the Millbrook Chamber Ambassadors Program and class Chair for Leadership Autauga County.  Most recently, Jordan was named to the Top 40 Under 40 in the River Region.

Martin Head, MAX Credit Union President and CEO, said, “Jordan’s dedication and expertise have been invaluable to our organization. We look forward to achieving new milestones with Jordan leading our wealth management team and ensuring the best interests of our members are always at the forefront.” MAX aims to provide leadership that secures a strong future for all members.

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