MEET OUR TEAM

Max Leopold*

Financial Adviser

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Max is a financial adviser and lecturer who creates goal-based plans for physicians. Growing up in a physician family, Max saw doctors make financial decisions without any evidence that they were doing the right thing. Now, using a holistic and interactive approach to planning, Max simulates various decision trees to ensure sound outcomes.

Max has been recognized as a top young professional in the industry, having been honored with CAS’s “National Emerging Adviser of the Year, Silver Medal (2018)” and “National Emerging Adviser of the Year, Gold Medal (2019)”. He was educated at Lehigh University and UConn, where he graduated Summa Cum Laude and Phi Beta Kappa with a degree in Economics.

Max can typically be found on the weekends cheering on a Boston sports team, or spending time with family and loved ones.

Listed recognitions are based on conference credits for Penn Mutual life and annuity sales.

They are not reflective of investment performance or client experience and cannot predict the recipient’s future success.

Doctors

Ready to take charge of your financial future with the people who have been helping medical professionals since 1956?

Helping  Medical Professionals

with Their Money Since 1956.

Contact Us

187 Danbury Road, Second Floor

Wilton, CT 06897

Phone | (203)966-7243

Fax | (203)972-0224

Email | prime@pfinancialservices.com

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*Registered Representatives of, and Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 210 Park Avenue Suite 101, Florham Park, NJ 07932 (973) 538-9100. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Prime  Financial is independent of HTK, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

Our representatives are licensed and registered in our resident state of CT, as well as additional states. Not and offer or solicitation in any state where reps are not properly licensed.

The views expressed are those of the presenting party and may not reflect those of HTK or its affiliates.

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