Hello
Nice to meet you! My name is Maxime Jean-Louis!
Max's Story
For more than 2 decades, 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.
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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.
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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.
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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.
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Maxime's Financial Philosophy is SIMPLE, PRACTICAL & ATTAINABLE:
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First and foremost, FINANCIAL PEACE OF MIND then LIFESTYLE
Professional Profile
Educational Background:
Florida Atlantic University
• Bachelor's Degree in Business Administration and Finance
• Bachelor's Degree in International Business and Trade
Professional Registrations:
IAR
Licensed Insurance Agent
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Registered Investment Advisor Representative (IAR): As a Registered Investment Advisor Representative, Max is committed to upholding fiduciary standards and providing clients with personalized investment advice. His role requires a deep understanding of financial markets, regulatory compliance, and portfolio management, ensuring that clients receive transparent and tailored financial guidance.
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Licensed Insurance Agent: Holding a license as an insurance agent, Max specializes in helping clients protect their financial future through strategic risk management. His expertise spans life, health, and other insurance solutions, allowing him to craft comprehensive plans that align with each client’s unique needs and goals.
Experience:
• Over 2 decade of experience in dynamic wealth management, estate planning, and comprehensive financial planning, specializing in Business Financial Planning
• Extensive experience as Business Planning Consultant and Chief Operating Officer.
Contact
I'm always looking for new and exciting opportunities. Let's connect.
954-400-1470