MAX MCKINNEY

Jonathan Maxwell McKinney, a Senior Wealth Management Advisor, has established himself as a dynamic leader in the financial services industry. With a career spanning nearly a decade, Max combines technical expertise with innovative solutions to help individuals and businesses navigate complex financial landscapes.

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Max began his financial career at Northwestern Mutual, where he consistently ranked among top performers and played an integral role in providing strategic financial solutions for high net-worth individuals and business owners. A graduate of the University of South Carolina with a degree in Business Administration, Max holds multiple licenses (Series 7, 63, and 65) and is currently a CFP® candidate.

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He is passionate about fostering long-term client relationships, helping them achieve their financial goals, and building sustainable legacies. Max currently resides in Washington D.C with his partner Colleen and their cat Ozzy.  Max enjoys traveling, exploring culinary delights, and spending quality time with family and friends.