Tom Bradley, the former head of RIA and retail operations at TD Ameritrade, has joined the advisory board of MaxMyInterest, an intelligent cash management and optimization platform for individual investors and financial advisors.
“I’m thrilled to be appointed to Max’s advisory board,” said Bradley in a statement. “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.”
Bradley added that “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.”
Gary Zimmerman, Max founder and CEO, added in the statement that “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.”
Zimmerman added that Max will benefit from Bradley’s “expertise and energy as we continue to expand and refine Max’s offerings for financial advisors.”
Bradley started his career with TD Ameritrade in 1986, and 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.