Max Manack

Background

About Max Manack

I focus on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals. We are a team of five professionals striving on an on-going basis to provide the best possible service and advice for our clients. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.