Max Myers
,
Assistant Vice President, Wealth Management Advisor
75 Rockefeller Plz
New York, NY 10019
212.415.7746
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Max's team prides itself in its disciplined approach to wealth management. As a CERTIFIED FINANCIAL PLANNER™ professional, clients rely on his knowledge and experience to guide them through turbulent market environments.

Today’s affluent clients want a “family physician” of finances – someone who understands their family, has a thorough understanding of finances and finds a successful more personal way to marry the two.

Max incorporates this way of thinking by understanding each of his clients’ risk tolerance and their life objectives. His Goals-Based Wealth Management approach is the backbone of his team’s investment philosophy in helping achieve client’s short, medium, and long term goals. He then helps clients make smart choices about their money, get their financial houses in order, and keep them there.

Max launched his financial services career as a client service analyst at Barclays Wealth. There, he helped manage the relationships of high-net-worth individuals and institutions. Since arriving at Merrill Lynch Wealth Management’s flagship Fifth Avenue office in 2015, Max has continued to work directly with the clients he’s known for years – helping introduce them to the wide array of integrated services available to them.

Max grew up in Atlanta and earned a Bachelor’s degree in Finance and Management from the University of Miami. He currently serves as the President of the Young Alumni Leadership Council and a member of the Alumni Board of Directors at his alma mater.  Max is also on the Board of Directors with the New York Canes as its President-Elect. Among his passions are playing golf and finding the next best restaurant in New York City.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Valerie Wills
Wealth Management Client Associate
212.415.7953
Tiffanie D Perez
Wealth Management Client Associate
212.415.7721
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Nicholas Gambardella
Investment Solutions Group Portfolio Strategist
Kyra Gerber
Wealth Management Banking Specialist
John Grassia
Senior Structured Credit Executive
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Max Myers is registered to do business in CA, CO, CT, DE, FL, GA, IL, MA, MD, NJ, NY, TN, TX, VA.