Max is a partner at The Dobrushkin Group and joined Merrill in 2016. As a CERTIFIED FINANCIAL PLANNER® professional, he works with our clients on their wealth planning and investment needs, with a focus on cash management, portfolio construction and implementation, and retirement income planning.
Max has been named to the 2025 Forbes “America’s Top Next-Gen Wealth Advisors Best-in-State” list (Published on August 6, 2025. Rankings based on data as of March 31, 2025) and our team has been recognized as one of Forbes' "Best-In-State Wealth Management Teams" in 2025 (Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
Max holds an MBA with Honors from Boston University's Questrom School of Business and a bachelor's degree from The Ohio State University. In addition to the CFP® certification, he earned a Graduate Certificate in Financial Planning from Boston University and is a Merrill qualified Senior Portfolio Advisor. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
Outside of the office, Max is a member of the Boston Economic Club and the Boston Committee on Foreign Relations, staying informed on market-shaping economic trends and geopolitical issues.
Wealth management is a dynamic process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life's ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you, your family and developing a plan. My job is to understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your plan if and when necessary over time.
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.