Interests

I enjoy spending time with my family and my dog, Bruno. I love to cook seafood dinners for my family & friends on Sunday nights. I am a New York Jets fan, but you can find me rooting for my Miami Hurricanes during college football & basketball season.

Two of my hobbies include photography & videography, where I document my love for the outdoors. During the summer, I enjoy spearfishing & boating with my friends. Before work, I enjoy working out in the gym paired with a cup of coffee.

Community Participation

During the summer, I spend time volunteering at Camp Jinka, a non-profit for children impacted by cancer. At Camp Jinka, I help guide children to acknowledge the importance of emotional expression, using creative projects including painting & drawing. 

Roles & Responsibilities

Maxwell monitors the daily needs of our clients by assisting with comprehensive financial planning topics, portfolio monitoring and investment research so as to ensure a consistent level of client service.

Additionally, Maxwell is tasked with client centered projects such as year-end tax planning and requirements (ownership & beneficiary audits) to ensure the smooth and orderly transfer of wealth across multiple generations.

Education

• Bachelor of Arts in Psychology with a dual minor in Art & Sociology, University of Miami, Coral Gables, FL 2022

Qualifications

• Maintains Series 63, Series 66, & Series 7 held through LPL Financial
• Life and Health Certification

View Definitions