Maxwell Blitz joined Equitable Advisors, LLC in 2020 after graduating from the SUNY Fredonia school of business with a bachelor’s degree in Finance. During his time there, he played four years of NCAA college hockey for the Blue Devils at the division 3 level and interned at our firm.
With Max, you will receive unique strategies that are tailored to your specific needs. His mission is to serve as the client's primary source of financial advice by utilizing the nearly unlimited resources he has at his disposal through his financial partners. Max's focus is on building long-term relationships by providing a high level of customer service. Through his team's approach to personalized advice, first-class solutions, and wealth management expertise, clients can rely on his team to help them achieve their financial goals.
Maxwell is licensed in the financial industry with Series 7 and Series 63.
Industry Recognitions:
Centurion
Emerging Leaders Award
Bronze Eagle
California Insurance License #: 4088225