Contact
16+
Years of
Experience
Maxwell Smith
team page

Maxwell Smith

Founding Partner, Chief Operating Officer

Tampa, Florida

Maxwell Smith linkedin page

813-934-6246

Responsibility

In addition to focusing on managing the Fidelis back-office operation, Max supports the firm’s ongoing Mergers & Acquisitions and advisor transition activities.

Prior
Positions

  • 1 year at Private Wealth Asset Management as Chief Operating Officer
  • 5 years at Lumina Consulting, Founder
  • 3 years at IFAM Capital as Vice President
  • 5 years at UBS Institutional Consulting, Client Sales Associate

Credentials

  • BA, Economics, University of Colorado Denver

Personal
Profile

  • Co-Author of Breaking Through the Wall: A Financial Advisor’s Guide to Grow, Scale, and Monetize Your Business for Millions
Max was a collegiate lacrosse player. In his free time, he enjoys skiing, golf, sailing, watching college and professional football, and taking his golden retriever, Leo, to the beach.

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