Maxwell F. Boyd, CFP®
Senior Partner
Maxwell F. Boyd is a founding member and Senior Partner of Oak Capital Management, LLC. Maxwell started in the industry in 2005 when he joined Equitable Advisors. In 2010 he joined Troy Barrentine and the other senior partners in starting Oak Capital Management, LLC.
As a financial professional, Maxwell focuses on retirement income and estate planning for families, institutions and individuals. Maxwell has teamed with a vast network of professionals that enable him to provide his clients with access to a comprehensive financial team they can trust.
Maxwell has earned the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation and holds FINRA series 7 and 66 licenses.
In his personal time, Maxwell enjoys boating and Brazilian jujitsu.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Oak Capital Management, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.