Max is a partner at The Dobrushkin Group and joined Merrill in 2016. As a CERTIFIED FINANCIAL PLANNER™ professional, Max 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. In addition, Max helps our clients leverage all of the tools and expertise available to them through Merrill as well as the broad capabilities of Bank of America in order to fully service all aspects of their financial lives.
Max holds an MBA with Honors from Boston University's Questrom School of Business and a BA from The Ohio State University. In addition to the CFP® certification, Max earned a 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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
