Maxwell Gallagher
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Maxwell Gallagher is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial matters, including investing, retirement planning, and preparing for unexpected expenses. Maxwell also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions.
Maxwell's expertise lies in helping clients manage competing financial demands such as purchasing a home, saving for college, and planning for healthcare needs. He collaborates with clients to define their financial goals and selects portfolio strategies designed to meet those objectives. He offers ongoing advice and adjusts strategies as clients' situations evolve.
He holds a Bachelor's Degree from Marquette University and maintains the Personal Investment Advisor (PIA) designation.
Bank of America, N.A.
2025 - Present (1 year)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2025 - Present (1 year)
CUSO Financial Services, LP
2023 - 2025 (2 years)
Capital Credit Union WI
2022 - 2023 (1 year)
Group 6 Holdings, Inc.
2018 - 2022 (4 years)
Stark Power
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
Jiang Dong North America
2015 - 2017 (2 years)
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