OUR TEAM
Maxwell Bonevento
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
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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
CRPC® Chartered Retirement Planning Counselor℠
The Chartered Retirement Planning CounselorSM certification is obtained by completing retirement planning course work that focuses on the pre- and post-retirement needs of clients like you. By completing coursework focused on key retirement issues such as asset management and estate planning, a Chartered Retirement Planning CounselorSM is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs.
AIF® Accredited Investment Fiduciary®
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Maxwell Bonevento is a financial advisor with, and Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.
