MaximFinancial, based in Dickinson, Texas, announced the recent appointment of Corey Magliolo to executive director of financial services.
A Dickinson native, Magliolo has served the organization as a financial advisor for more than two years, providing clients with planning and investment recommendations for general portfolio management, retirement planning, college planning and income and estate tax minimization.
As executive director of financial services, Magliolo will add business planning and strategy to his scope of responsibilities, while managing a team of 10.
“We are very pleased to make this change within our organization, promoting Corey to executive director,” said Ron Masters, Maxim president. “His leadership skills, coupled with his financial planning expertise, will certainly impact the Maxim team.”
Prior to joining MaximFinancial, Magliolo worked as a client advisor with Merrill Lynch in Houston, providing planning and financial investment recommendations to a diverse clientele.
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