Max Kaplan

Max Kaplan: Email & Phone Number

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Co-Founder/Wealth Advisor at WillowStone Wealth Management at WillowStone Wealth Management|United States

Position:

Co-Founder/Wealth Advisor at WillowStone Wealth Management at WillowStone Wealth Management

Location:

United States

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Last updated: 2026-05-27
Updated: 2026-05-27

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Work Experience 7 years

Co-Founder/Wealth Advisor at WillowStone Wealth Management at WillowStone Wealth Management

May 2024 - Current

Financial Advisor at Wells Fargo Advisors

Feb 2022 - May 2024

Next Gen FA Trainee- Private Client Group at Wells Fargo Advisors

Aug 2021 - Feb 2022

Intern at ARKHOUSE

Jun 2019 - Aug 2019

Max Kaplan started working in 2019, then the employee has changed 2 companies and 3 jobs. On average, Max Kaplan works for one company for 1 year 3 months.

Max holds Accredited Wealth Management Advisor™ or AWMA® Professional Designation, Series 66, and Series 7 certifications.

Education

Bachelor of Arts - BA at Indiana University Bloomington

Westfield Senior High School

Frequently Asked Questions

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.

Max Kaplan Namesakes

Name
Company
Position
Max Kaplan
Accounts Receivable Associate
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Max Kaplan
Product Manager
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Max Kaplan
Incoming 2026 Field Operations Intern
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Other employees at WillowStone Wealth Management

Name
Company
Position
Joel Kaplan
Founder-Managing Director
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