Max Causey has spent his entire wealth management career with Merrill Lynch Wealth Management, joining the firm in 2004. Max has extensive experience working with clients who have sophisticated financial needs. He applies a tailored approach that is grounded in the unique priorities and circumstances of each client.
Max works alongside clients in helping them discern the purpose of their wealth so that they can create thoughtful strategies to pursue what is most important to them. He incorporates multiple goals, such as generating reliable income in retirement, transferring wealth to the next generation, planning for the potential future cost of long-term care, leveraging efficiencies through strategic lending, or monetizing a business.
Max is a Magna Cum Laude graduate of Louisiana Tech University, where he earned his undergraduate degree and his MBA, and was a four-year letter-winner in football. He holds the Chartered Retirement Planning CounselorTM designation.
Max and his wife Magan were married in 2003 and have two children, Elise Clare and Barnes. Max is active in his church and previously served on the Board of Directors of The Arc Caddo-Bossier. In his free time, Max enjoys spending time with his family, playing golf, and traveling to football games around the country.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
