MaxMyInterest (“Max”) – an intelligent cash management and optimization platform for individual investors and financial advisors – today announced J. Thomas Bradley Jr., retired president of retail distribution at TD Ameritrade, is appointed to serve on its Advisory Board.
Bradley is a distinguished executive who brings more than three decades of experience serving financial advisors and their clients. After starting with TD Ameritrade in 1986 as a broker, he became president of the institutional business in 2000 and president of retail distribution in 2012, before retiring in 2017. He has received numerous awards for his work from industry publications, universities, and trade associations, including Investment Advisor Magazine and the National Association of Personal Financial Advisors.
“We are honored to have Tom Bradley, one of the most respected and innovative executives in the wealth management industry, join our esteemed board of advisors,” said Max founder and CEO, Gary Zimmerman. “Tom’s experience in scaling retail and institutional businesses will help support our plans for substantial growth, and his commitment to doing what’s best for the client is in keeping with our company’s values and culture. We look forward to benefitting from Tom’s expertise and energy as we continue to expand and refine Max’s offerings for financial advisors.”
“I’m thrilled to be appointed to Max’s advisory board. The company’s mission to maximize the yield on client cash within FDIC limits is quite simple, yet incredibly compelling for advisors and their clients,” said Max advisory board member Tom Bradley. “In today’s increasingly competitive market, Max helps advisors provide more holistic advice while growing their business, and as a Max customer, I can personally attest to the value of the platform.”
Bradley joins an advisory board comprised of experts in finance, business strategy, information technology and security, and law. Max’s existing advisory board members include Professor Jan Rivkin, the C. Ronald Christensen professor of business administration and senior associate dean for research at Harvard Business School; Dr. Gary McGraw, vice president of security technology at Synopsys (NASDAQ:SNPS); Andrew Klaber, a partner at investment-management firm Paulson & Co.; and Andrew Hecht, an entrepreneur and corporate attorney who serves as outside general counsel to Max.
MaxMyInterest (“Max”), a service of Six Trees Capital LLC, offers a suite of tools for financial advisors that enable individuals to earn higher yields on cash. Max automatically works to help ensure deposits earn the highest yield possible while remaining FDIC-insured. Today, Max members can earn up to 1.61% on FDIC-insured cash, compared to the national savings average of 0.09%. Learn more about Max’s solutions for self-directed investors at MaxMyInterest.com or for financial advisors at MaxForAdvisors.com.