Nice to meet you! My name is Maxime Jean-Louis!
For more than 15 years, Maxime has been a Financial Advisor assisting individuals, families, and businesses achieve their financial planning goals, by providing advice on: Investment Planning, Insurance and Protection Planning, Tax Planning, Retirement Planning, Estate Planning, Wealth Transfer Planning, Education Planning, Business Planning
Supported by a network of highly skilled professionals, he prides himself in providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.
Prior to becoming a financial advisor, Maxime works as the Chief Operating Officer of America II Electronics, an Electronic Distribution Company, and as a Business Planning Consultant. Maxime became a licensed financial advisor in 2007 with Ameriprise Financial in Fort Lauderdale. He maintains his Series 66 and LHVA licensed in several States. He holds a Bachelor's Degree in Business Administration and Finance; and a Bachelor's Degree in International Business and Trade from Florida Atlantic University.
Maxime believes a financial advisor must possess the ability to actively listen to a client describing his or her financial life, experiences, goals, dreams, and aspirations. He must also remain objective in providing his recommendations. Maxime's holistic approach to financial planning helps provides his clients with a comprehensive blueprint of their overall financial life while mapping the different recommendations necessary for the client to reach their dreams and their goals. This highly personalized approach is crucial in determining the proper course of action to recommend a client.
Every aspect of his clients Financial Life is addressed, analyzed, and reassessed on an ongoing basis. Maxime's relationship with each of his clients is personal but unique.
Maxime's Financial Philosophy is SIMPLE, PRACTICAL & ATTAINABLE:
First and foremost, FINANCIAL PEACE OF MIND then LIFESTYLE