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- Trust & Estate Services2
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Max, a South Carolina native, joined Merrill Lynch Wealth Management in 2017. His financial advisory philosophy focuses on developing long-lasting personal relationships with affluent clients and assisting them with customized investment advice.
His process builds value into each relationship by creating sustainable portfolio recommendations that balance a client’s immediate financial needs and their long-term investment goals. With strategic business partnerships and access to industry-leading research, he delivers structural investment support to a select group of high-net-worth customers. He believes that a trusted relationship with each client is the real strength behind every successful portfolio design. This customer service approach allows him to develop personalized and flexible investment roadmaps that support each client’s quest for a secure financial future.
Max has Bachleor's Degree from The Univesity of South Carolina where he double majored in Finance and Management. He was also a member of the Football team at USC. Max currently serves as the Secretary for the Mt. Pleasant Exchange Club and is also actively involved with the Mt. Pleasant Chamber of Commerce, Habitat for Hummanity, and the Surf Rider Foundation.
*Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2018 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/research/8959/Overview. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
University of South Carolina
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Senior Wealth Management Lending Officer NMLS # 474164
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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 you stay on track to achieve what's most important to you.
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We will work to help you stay on track, regardless of what the markets are doing.