Max PecklerMax PecklerManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Max
Max Peckler is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Max draws on almost three decades of wealth management experience to help an accomplished clientele grow, preserve and transfer their wealth more effectively. He works with a limited number of clients by design, fostering natural relationships built on enduring trust.
Clients from varied paths look to Max for thoughtful, concise and clear guidance to the complexities that significant wealth can pose. He is skilled in supporting individuals and families in their aspirations to do what they want, when they want, without worrying about the money involved. To that end, Max gains a cogent understanding of each client's full financial picture, identifying opportunities, remedying possible gaps and anticipating challenges that may lie ahead.
Attuned to the needs of each person or family, Max strives to help clients move from "discomfort to comfort," allowing them to gain greater ease in the management of their financial affairs. Clients often become friends, and friends become clients, resulting in a close-knit dynamic designed to deliver the highest quality experience founded on integrity.
Max has worked as a Financial Advisor since 1995. Prior to joining J.P. Morgan, he was a Managing Director with First Republic Private Wealth Management. Earlier, Max spent more than 18 years at UBS, where he was a Managing Director, a Private Wealth Advisor and a Senior Portfolio Manager. He earned his B.A. from Tufts University.
Max and his wife Mindy are very involved in their community. Mindy is the co-founder of a non-profit, Welcome Home, a home goods pantry that collects and redistributes like-new household items to hundreds of people in need each month with no fees, no forms and no requirements. In his free hours, Max is also active with Dana-Farber Cancer Institute, Smile Train, St. Jude's Children's Research Hospital and the Pan-Mass Challenge.
Max and Mindy have two adult children who make them very proud. Their family circle includes two labradoodles, who are best friends. In addition to spending time with his family, Max enjoys golfing, fly fishing, watching movies, listening to podcasts, going to concerts and traveling.
Insights
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