Maxwell Dobrushkin
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, the Boston Committee on Foreign Relations, and CFA Society Boston, staying informed on market-shaping economic trends, geopolitical issues, and developments in investment management.
*Forbes “Top Next-Gen Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
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.
