Maxine Shevlin, CFP®

Maxine is an Associate Financial Planner at RTD Financial.  Prior to joining the RTD team, Maxine was a Financial Planning Analyst at WMS Partners in Maryland, where she worked directly with clients of high net worth, supporting business owners and families with generational wealth.  

During college, Maxine’s internships sparked her interest in relationship building and the development clients’ financial plans. She attended Towson University in Maryland and received her Bachelor of Science degree in Business Administration with a Minor in Finance. Concentrating in Financial Planning, Maxine completed the CFP® education track and is currently pursuing requirements for use of the designation. Maxine’s leadership in Women in Finance and her sorority, Kappa Delta, helped hone the skills that make her a strong financial planner, including communication, collaboration, listening, and time management. Maxine is eager to apply her experience and knowledge while working with RTD’s clients.

In her free time, Maxine can be found spending time with her pug, Daisy. Maxine enjoys traveling, trying new restaurants, and finding new DIY projects to create. 

Getting to Know Maxine

What do you enjoy most about working at RTD?

The diversity and culture that is embraced and represented by the employees.  

What makes you good at what you do?

I believe my mindset of wanting to see others around me succeed, drives my passion to help people reach their goals and feel secure financially.

What’s the best piece of advice you’ve received?

Surround yourself with people that have different opinions and life experiences than you to open your mind to new ideas and combat ignorance. 

What do you love the most about working in financial planning?

What I love most about working in financial planning is being able to work with clients and help them reach their financial goals.

What personal accomplishment are you most proud of?

While I attended Towson University I founded and became Vice President of the Women in Finance club. I developed the idea and brought it to action after experiencing a lack of resources for women seeking to join the financial industry after graduation. I implemented the mission for the club to empower women and minorities entering the financial services industry by providing opportunities for personal and professional development and networking events. I took the initiative to meet and correspond with local professionals, which in return fostered relationships and built opportunities for the group to have guest speakers and panel discussions. I feel accomplished creating the Women in Finance club because it allowed for members to meet and learn from distinguished women in the industry that would share life and career advice with them, which could ultimately empower them to join the profession. 

What’s the most exciting vacation you’ve taken?

The most exciting vacation I have taken was to Greece during Summer 2019. I went to Greece through a program called Heritage Greece sponsored by the National Hellenic Society. The trip is an educational and cultural program designed to connect college-aged, Greek American students with their Greek Heritage and identity. Some of my favorite aspects of the trip was being able to attend Greek language classes at the American College of Athens, then use the words and phrases I had learnt while exploring locally. Besides being emerged with the language of Greece, I found the insider tours of the ancient Greek sites such as the Acropolis, Temple of Poseidon, the Agora, ancient ruins of Delos Island very fascinating. The most exciting part of the program (besides the great food) was the weekend trip to the Greek Islands of Naxos, Mykonos, and Santorini. During the Island trips we were able to see the beautiful landscapes, experience a local village celebration called a Panagiri, and enrich ourselves in the welcoming culture that Greece has to offer. This program allowed me to take a once in a lifetime vacation that I will never forget and always cherish. 

Professional Designations & Memberships

NASAA Series 65
Financial Planning Association