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Max Shanley, Financial Advisor

FINANCIAL ADVISOR
Max Shanley

2110 Boca Raton Dr Ste 207, Austin, TX 78747opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

About Max

Investing with Intention:

We are a forward-thinking, dedicated team offering tailored solutions and an elevated standard of client care to individuals and their families, both locally and throughout the country.

We recognize that bringing together the often-confusing concepts of goals-based planning and investments can be both exhausting and daunting. Therefore, it is our mission to become an essential partner to our clients. This means leveraging our energy, experience and a vast array of resources to help clients gain the wherewithal to pursue what matters most in their financial lives.

Why Choose Us?

• Through our personalized approach, we provide our clients with clarity...

Work History

  • Edward JonesJanuary 2018 to Current

Education

  • NM State Univ-Las CrucesBachelors

Team Members

  • Taylor Ciriello
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(512) 280-8146

Fax

(888) 267-3192

Office Address

2110 Boca Raton Dr Ste 207
Austin, TX 78747opens in a new window

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