Membership Directory - Corporate

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.
Company Website Address:
City Name: New York
Email Address: Available to Members
Street Address: 16 West 16th St, Apt 1PN
Phone: Available to Members


Financial Advisor