Maxwell joined the McMahan Financial team in March of 2025 and serves as a financial advisor. He assists David with financial planning and investment management processes, with a primary focus toward younger clients. Maxwell resides in Indian Land, SC with his fiancé, Elizabeth and their dog, Lou. Outside of the office, Maxwell enjoys being on the golf course and spending time with friends and family.
Maxwell is a graduate of the University of North Carolina at Chapel Hill with a Master of Accounting and a Bachelor of Arts in Management and Society. Maxwell is a Certified Public Accountant and is working towards earning his CERTIFIED FINANCIAL PLANNER™ certification.
Maxwell holds Series 7, Series 63, and Series 65 licenses.