team • Maxwell Graber
Maxwell Graber
Max Graber is a dedicated Private Wealth Advisor at Konvergent Wealth Partners, committed to guiding clients through their financial journeys with clarity and confidence. Since beginning his career as an intern at Konvergent in May 2020, Max has immersed himself in the world of finance, continually learning from experienced professionals and steadily advancing within the firm. His progression from Client Service Associate to Associate Wealth Management Advisor, and now to Private Wealth Advisor, reflects his dedication to hard work and exemplary client service.
Max believes in building strong, meaningful relationships with his clients, ensuring that their best interests are at the heart of every recommendation he makes. He strives to alleviate financial stress for individuals and families by offering tailored solutions that empower them to achieve their ultimate goals and dreams. By leveraging a team of specialists and the extensive network at Konvergent Wealth Partners, Max crafts highly customized financial strategies that address each client's unique needs and aspirations.
Specializing in a range of services—including investment management, tax planning, retirement planning, estate planning, and business owner planning—Max provides insightful guidance grounded in a deep understanding of financial markets and analytical expertise. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and has passed the Series 65 - Uniform Investment Adviser Law Exam, underscoring his commitment to professional excellence and ethical practice.
Before embarking on his finance career, Max gained valuable experience in customer service and sales while working for a leading retail company in Seattle, Washington. There, he honed his interpersonal skills and developed a keen understanding of client relations—qualities that continue to enhance his effectiveness as a wealth advisor.
Max's commitment to leadership and community involvement was evident early on when he served as president of his high school's community service club from 2016 to 2020. This role fostered his dedication to service and his ability to lead and inspire others.
Outside of his professional endeavors, Max is an avid outdoorsman who enjoys hiking and running in the scenic landscapes around Seattle. His passion for the stock market and the analytics used to explore it extends into his personal interests, reflecting a genuine enthusiasm for his field. Max remains actively engaged in his community and continues to seek opportunities for personal and professional growth, always aiming to make a positive impact on the lives of those he serves.
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