Max Hutsell, AAMS®
Max has been a financial advisor since 2010 and has over 25 years of experience in banking.
He and his team use an established process to build personalized financial strategies for clients to help achieve their unique goals. His initial focus is to learn what is most important to his clients and understand their values. Once a customized strategy is implemented, he maintains regular contact to help keep clients on track. He collaborates with the client’s CPA and attorney, always respecting client confidentiality.
He serves clients with wide-ranging goals, such as multi-generational families needing unique strategies of wealth transfer and works with business owners to create strategies for business succession, asset growth and tax reduction.
He and his team appreciate meeting new people and building meaningful relationships. They enjoy the variety in their work and the opportunity to continuously learn. They welcome first time clients and those seeking a second opinion, without any obligation, he is happy to meet and provide an honest opinion.
Max is an Investment Advisor Representative (FINRA Series 66 Registered), and a Securities Representative (FINRA Series 7 Registered) with Grove Point Investments, LLC. He has also earned the Accredited Asset Management Specialist* professional designation and is licensed for Life, Health and Variable Contracts of Insurance. Outside of the firm, he serves as the president of the Board of Directors of the Bethany-Fenwick Area Chamber of Commerce and as a member of the Board of Directors of the Atlantic General Hospital Foundation. He is a past president of the Long Neck Rotary Club. Raised in a Navy Family, he has lived in many places and is happy to call Delmarva home. In his free time, he and his wife, Courtney enjoy hiking, golf and watching the Washington Capitals.
*The College for Financial Planning awards the AAMS* designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to purse continuing education.