Financial Advisor | Senior Portfolio Advisor
Max is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch’s flagship office in Rockefeller Plaza. He started his financial services career at Barclays Wealth in Miami. There, he helped managed the relationships of high-net-worth individuals and institutions. Since arriving at Merrill Lynch 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, helping his community and finding the next best restaurant in New York City.
Community involvement is an integral part of how we interact with clients and the communities of which they live. Working with the Greenwich Village Chelsea Chamber of Commerce over the last year on the membership committee has been a great experience and there is more to do.
I live in Chelsea and I appreciate the opportunity to be a part of the Board of Directors in helping move the chamber forward in our community and beyond.