Max Andrews

Financial Planning Specialist | Financial Advisor at Morgan Stanley

Role
Financial Advisor at Morgan Stanley
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Max Andrews

Morgan Stanley empowers clients with tailored financial strategies, leveraging knowledge in financial planning, securities, and investment advisory. As a Financial Advisor, contributions focus on helping guide clients through complex decisions and long-term planning, supported by the rigorous Financial Advisor Associate Program. A foundation in education from the University of Maine and collaborative experience in coaching inform a strategic, goal-driven approach to financial advising. Certifications like the Securities Industry Essentials, Series 7, and Series 66 help the ability to guide clients toward achieving their financial objectives.

Experience

  1. Financial Advisor

    Morgan Stanley

    Dec 2025 — Present · Mequon, WI, US

    2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 11•••46

Education

  • University of Maine

    Bachelor of Science - BS, Education

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Max Andrews — Financial Advisor at Morgan Stanley in Milwaukee, WI, US | Unifers