Max Alvis

Background

About Max Alvis

With more than 30 years of financial services experience, I have the privilege of forming close, long-term relationships with clients. I collaborate with clients by creating a goals-based plan, developing philanthropic and legacy strategies and constructing investment portfolios. I also provide expertise in implementing and servicing corporate benefit plans including defined benefit, defined compensation and non-qualified deferred compensation plans. I hold the Certified Investment Management Analyst® (CIMA®) designation and I am a member of the Investments & Wealth Institute™ (The Institute). I also hold the Certified Plan Fiduciary Advisor designation and obtained the C(k)P Certified 401(k) Professional Designation from The Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education. I earned my Bachelor's Degree in Finance from Stephen F. Austin State University in Nacogdoches, Texas. My wife, Sally, and I live in Lufkin, TX and have two daughters, Anna Catherine and Elisabeth. I previously served as chairman of the board of the Lufkin/Angelina Chamber of Commerce. In addition to other board service, my family and I are involved in our community, our church and philanthropic endeavors.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.*C(k)P® is a registered trademark of The Retirement Advisor University, Inc.