Max McKinney is a Financial Representative with Forest Hills Financial Group (FHFG specializing in diversified investments, estate planning and tax advantaged savings strategies. Max strives to be the quarterback of his client’s financial lives, offering them a white glove service experience that encompasses all aspects of their financial world. Max’s calm demeanor and commitment to do what’s best for his clients makes them feel they have a trusted financial professional in their growth and success.
Max graduated from the University of South Carolina Upstate in 2016 with a B.B.A. degree in Business Administration and Management. Stemming from a family of small business owners, Max has entrepreneurship in his blood. Working as a used car salesman at age 16, he knew he would pursue his dream to live in New York City and work in Finance. He began his professional career as a computer technician in NYC at the largest Northwestern Mutual Wealth Management ensemble in the nation, determined to learn everything he could about investments and estate planning. This led him to managing multimillion dollar accounts and helping many important Wall Street influencers. Family responsibilities brought him back to the Carolinas where he started his own practice, continuing to learn and hone his skills. Following his instincts and believing a strong team behind him would help him have the most positive impact on his client’s lives, he moved back to New York and now brings his business acumen and experience to FHFG. Max’s belief that there is no sense in learning if you are unable to share it continues to fuel his passion to share his ever-growing wealth of knowledge with his friends, family and clients.
Max’s strong sense of community keeps him actively involved with the Red Cross, Habitat for Humanity and other philanthropic endeavors. In his spare time Max’s diverse interests include comedy, sports, reading and boating. Max was born in Greenville, South Carolina and now resides in Astoria, NY.
Registered Representative of Park Avenue Securities LLC (PAS). Securities, products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. Forest Hills Financial Group is not an affiliate or subsidiary of Guardian. CA Insurance License #4103272. 2022-138949, Exp. 06/2024