Max's team prides itself in its disciplined approach to wealth management. As a CERTIFIED FINANCIAL PLANNER™ professional, clients rely on his knowledge and experience to guide them through turbulent market environments.

Today’s affluent clients want a “family physician” of finances – someone who understands their family, has a thorough understanding of finances and finds a successful more personal way to marry the two.

Max incorporates this way of thinking by understanding each of his clients’ risk tolerance and their life objectives. His Goals-Based Wealth Management approach is the backbone of his team’s investment philosophy in helping achieve client’s short, medium, and long term goals. He then helps clients make smart choices about their money, get their financial houses in order, and keep them there.

Max launched his financial services career as a client service analyst at Barclays Wealth. There, he helped manage the relationships of high-net-worth individuals and institutions. Since arriving at Merrill Lynch Wealth Management’s flagship Fifth Avenue office in 2015, Max has continued to work directly with the clients he’s known for years – helping introduce them to the wide array of integrated services available to them.

Max grew up in Atlanta and earned a Bachelor’s degree in Finance and Management from the University of Miami. He currently serves as the President of the Young Alumni Leadership Council and a member of the Alumni Board of Directors at his alma mater.  Max is also on the Board of Directors with the New York Canes as its President-Elect. Among his passions are playing golf and finding the next best restaurant in New York City.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.