Bank of America Merrill Lynch

Financial Services

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.

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Member Since: 06-02-2017

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