Maxwell Taylor, CPA, CFP, CCIM in

Maxwell Taylor, CPA, CFP, CCIM

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Private Wealth Manager at McClellan Wealth Management
📍 Birmingham, Alabama, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
14 Years
Current Role
Private Wealth Manager
Job Level
Middle
Location
Birmingham, Alabama, United States
Personality Overview

How Maxwell shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Maxwell cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2023
Private Wealth Manager
McClellan Wealth Management
11-2021 - 2-2023
Senior Vice President, Financial Planning, Wealth Consultant
Fi Plan Partners, LLC
10-2012 - 12-2020
Vice President, Corporate Real Estate
Regions Bank
2-2011 - 12-2016
Tax Accountant
Maxwell Taylor, CPA
7-2010 - 10-2012
Sr. Portfolio Administration Manager
CBRE
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2000
Masters
University of Alabama, Manderson Graduate School of Business
2010 - 2011
Finance
University of Alabama at Birmingham
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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