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.
