On the move: Max promotes Cowell to wealth manager for Lee County market

Financial institution MAX has named Matt Cowell as wealth manager with investMAX in the Lee County market.

Cowell will be based out of MAX's downtown Auburn, Ala., branch, the company said. He will work with local businesses and clients in areas such as estate planning, fixed income investing, portfolio management and employee retirement planning.

Cowell began his career at MAX as a customer service representative. After earning a bachelor's degree in finance and accounting, he gained additional industry experience as a financial adviser at other financial institutions. He is returning to join the growing investment services team of investMAX, the company said.

"I am excited to join the team at MAX," Cowell said in a statement. "I can truly say the culture at MAX was the biggest reason I wanted to come back. MAX has created a culture that is centered on 'people helping people.' From the way it treats its employees to the way it serves its customers, MAX is a company that practices what it preaches."

Cowell holds his series 7 and 66 securities registrations through LPL Financial, as well as a State of Alabama insurance license.

Montgomery, Ala.-based MAX oversees more than $1 billion in assets, with 15 branch offices across its central and east Alabama footprint.

This story was originally published September 5, 2015 at 11:53 PM with the headline "On the move: Max promotes Cowell to wealth manager for Lee County market ."