Maxwell concentrates on implementing comprehensive, goal-based wealth planning for our clients through the integration of income tax planning, estate planning, cash flow analysis, corporate benefit analysis, charitable planning and risk management. Maxwell launched his career at Waldron in 2014 as the firm’s inaugural member of our Wealth Planning Team internship program; throughout his internship he was able to ingrain in himself the values we hold in our multi-disciplinary approach to financial planning. Maxwell is passionate about traveling to foreign countries and enjoys outdoor sports including skiing and golfing.
Education & Certifications
BSBA Finance, University of Pittsburgh
College for Financial Planning CERTIFIED FINANCIAL PLANNER™ Professional
Wealth Insights Articles
Nov, 2018 | Blog
I was honored to give the Keynote address at the University of Pittsburgh’s Financial Literacy Conference.