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
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