MAX MCKINNEY
Senior Wealth Advisor
Silver Spring, Maryland
(202) 430-5227​​
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. Max enjoys traveling, exploring culinary delights, and being a tortured New York Knicks fan.






