3401 Malcolm Drive (Taylor Road Branch)
Education Background: Auburn Montgomery, BSBA-Economics
Registrations: Series 7, 65, and 63
Insurance Licenses (Held through SA Stone Wealth Management Inc.): Life and Health
Registration: Alabama, Florida, Georgia, Mississippi, Nevada, North Carolina, and Tennessee.
Background in Financial Industry: I have worked in the financial services industry for over 17 years. Before returning back to Montgomery, I worked with investment firms in Dallas, TX and Memphis, TN.
I think it is essential to be an active member of my community. I am a part of the following organizations: Rotary Club of Montgomery, Chairman’s Circle member of the Montgomery Chamber of Commerce, Phantom Host Maskers, and member of First Baptist Church Montgomery.
What makes MAX Wealth Management a smart solution for clients and potential clients?
MAX Wealth Management has the advantage of offering a full service advisory platform to its clients. The access to a full platform sets MAX apart from other financial institutions’ investment programs. Whether it is handling individual portfolios or companies’ 401k plans, we can find a solution that makes sense for our clients.
What is your style when helping a client?
Successful Wealth Management is all about the relationship with the client. My job is to understand the goals and desires of my clients then provide solutions that will be in their best interest. Once a solution has been implemented, I continue to monitor and adjust that strategy with my clients on a regular basis. As life changes, so should your investment strategy. No strategy assures success or protects against loss.
Why should a potential client choose to work with MAX Wealth Management?
MAX Wealth Management strives to provide top notch customer service. A person considering working with us should expect to be given solutions that will help them work towards reaching their goals. You will find MAX Wealth Management to be a valuable resource for your financial needs no matter how big or small they may be.