Max Kaplan Email & Phone Number
Co-Founder and Wealth Advisor at WillowStone Wealth Management @ WillowStone Wealth Management
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Max Kaplan Location
- United States
Max Kaplan Work
- Co-Founder and Wealth Advisor at WillowStone Wealth Management @ (May 2024 - Present)
- Financial Advisor @ (February 2022 - May 2024)
- Next Gen FA Trainee- Private Client Group @ (August 2021 - February 2022)
- Intern @ (June 2019 - August 2019)
Max Kaplan Education
- Indiana University Bloomington
Bachelor of Arts - BA (Economics)
2017-2021 - Westfield Senior High School
Max Kaplan Summary
- Max Kaplan, based in United States, is currently a Co-Founder and Wealth Advisor at WillowStone Wealth Management at WillowStone Wealth Management. Max Kaplan brings experience from previous roles at Wells Fargo Advisors and ARKHOUSE. Max Kaplan holds a 2017 - 2021 Bachelor of Arts - BA in Economics @ Indiana University Bloomington. Max Kaplan has 1 emails on RocketReach.
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