Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 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’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. Among his passions are playing golf, basketball and finding the next best restaurant in New York City.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as the Greenwich Village Chelsea Chamber of Commerce . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
University of Miami
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.