Position:
Co-Founder/Wealth Advisor at WillowStone Wealth Management at WillowStone Wealth Management
Location:
United States
Found email addresses for Max Kaplan:
Found phone for Max Kaplan:
May 2024 - Current
Feb 2022 - May 2024
Aug 2021 - Feb 2022
Jun 2019 - Aug 2019
Max holds Accredited Wealth Management Advisor™ or AWMA® Professional Designation, Series 66, and Series 7 certifications.
Bachelor of Arts - BA at Indiana University Bloomington
Westfield Senior High School
What is Max Kaplan's email address?
SignalHire found verified email addresses for Max Kaplan, both business and personal. Their business email is m********n@willowstonewealth.com, and personal emails include k*****9@gmail.com.What is Max Kaplan's phone number?
SignalHire found a verified phone number for Max Kaplan: +1-***-***-1697.How do I contact Max Kaplan at WillowStone Wealth Management?
You can reach Max Kaplan through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.What is Max Kaplan's professional background?
Max Kaplan has 7 years of professional experience. They have held roles including Financial Advisor, Next Gen FA Trainee- Private Client Group, and Intern at companies such as Wells Fargo Advisors, Wells Fargo Advisors, and ARKHOUSE. Their education includes Bachelor of Arts - BA from Indiana University Bloomington, and Westfield Senior High School.Is Max Kaplan's contact information up to date?
Yes. Max Kaplan's SignalHire profile was last updated on 27 May 2026, reflecting their current position as Co-Founder/Wealth Advisor at WillowStone Wealth Management at WillowStone Wealth Management in Westfield, New Jersey, United States.SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
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