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Aaron M
Series 63, Series 66
Daytona Beach, FL
Cetera Planning Partners
Aaron Maxey is a financial advisor with Cetera Planning Partners in Daytona Beach, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior experience includes long tenures with Charles Schwab and Avantax firms before joining Cetera. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates diversified investment allocations with ancillary services such as tax planning, bookkeeping, and estate planning through affiliated providers.
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