Max Dean is a managing partner with Bespoke Capital Advisors of Raymond James. With previous experience in corporate America and stock market research, Max’s main role on the team is financial modeling and scenario analysis. As our clients prepare to sell their business, evaluate their estate plan, or have basic planning needs, Max constructs a personalized plan around their situation to help answer tough questions. Two accreditations set Max apart: the Certified Financial Planner™ certification and The Certified Private Wealth Advisor®. A Certified Financial Planner™ (CFP®) professional is widely considered the gold standard among financial advisors for basic financial planning needs. The Certified Private Wealth Advisor® (CPWA®) certification means you’re working with someone at the forefront of advanced wealth management trends and strategies. Advisors who have earned the CPWA® credential have the specialized knowledge and skills to guide families with over $5M of liquid net worth. Ultimately, the team’s goal is to pursue financial success through professional advice, sound risk management, quality investment products, and personal, efficient service. Max hails from the great state of Ohio. As both of his parents were doctors, Max had a great deal of exposure to the medical industry but was always destined for the finance field. At the age of 14, Max opened his first IRA after being presented with a compounded interest illustration in math class. Max graduated magna cum laude from Indiana University’s Kelley School of Business while also being the captain of the wrestling team. After several marketing positions, he acquired his MBA in finance and entrepreneurship from the University Of Oklahoma’s Price School of Business. After a short stint on Wall Street in 2008, Max worked at telecom giant AT&T for over four years, where he was consistently recognized as a top performer. Max has been heavily involved in small groups and youth ministry at Buckhead Church, is a founding member of Wrestlers In Business (a local 501c3), served as a volunteer coach for eight years (primarily at The Lovett School), an serves as a board member for Enduring Hearts. Formally, Max was involved in both the Oklahoma and Indiana alumni associations, and served a full term as the Atlanta president for Oklahoma Alumni Association. Favorite activities include weekends on the lake, weight lifting, and neighborhood gatherings. He lives in the Brookhead area with his wife Katherine, son Maverick, and their dogs Sooner and Moe. Max was recently named to Forbes 2019 list of America’s Top Next-Generation Wealth Advisors!
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