Max provides comprehensive wealth planning and investment advice to business owners, corporate executives and individual investors, taking a tailored approach with each client to develop unique financial plans according to their specific needs.

While Max offers services from risk management planning to long-term estate, trust and philanthropic planning, he has a passion for working with college graduates as they begin their journey to financial independence.

Having joined Raymond James in 2016, the detail-oriented advisor enjoys continuously learning about new industries, companies and trends while staying abreast of developments in the world and global financial markets.

“My job challenges me in ways that many other professions would not,” Max said. “The dynamic nature of the markets and interacting with clients ensure that no two days are ever alike, which I find truly enjoyable. Being able to meld all of these interests together into a comprehensive client portfolio and financial plan and then execute upon that plan has been a dream job for me. Nothing is more rewarding than seeing the positive impact it has on our team’s clients.”

Max earned his bachelor’s degree from the Southern Methodist University Cox School of Business. He holds his Series 7 and 66 licenses in addition to life, disability and long term care insurance licenses.

Originally from Westport, Connecticut, Max lives in Norwalk, Connecticut, and in his time away from the office enjoys aviation, tennis, basketball and golf.