Max Dore Email & Phone Number

Max S. Dore, CFP® First Vice President Wealth Management Advisor Max is a member of the Merrill Global Corporate and Institutional Advisory Services (GCIAS) group. GCIAS is a dedicated team of financial advisors who focus on delivering corporate benefits education and individual advice and guidance.* Max is dedicated to thoroughly understanding the priorities of individuals and families, providing them with personalized attention and disciplined, customized strategies. Max provides access to the investment resources of Merrill and banking convenience of Bank of America to help address the various aspects of clients' financial lives. He works with clients to help identify their primary goals - including education funding, tax minimization strategies, retirement assets and services-and then commits himself to crafting strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations. Max is a CERTIFIED FINANCIAL PLANNER™ CFP® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Max is a graduate of the The University of Florida with a degree in economics. He works to provide an exceptional level of client care and service, and invites you to contact him to see how his knowledge and service can help meet your financial needs. *Investment advice relative to plan assets is solely through Advice Access. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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  University Of Florida

  Bachelor'S Degree