Private Wealth Management

James “Max” Markley

Financial Consultant

Direct: (214) 258-2723

Philosophy & Approach

With over 5 years of experience, Max seeks to offer his clients thoughtful advice that is truly aligned with their interests. Max states, “It is our team's mission to have an in-depth knowledge of our clients overall financial life; thus, giving us the ability to provide a high level of sophisticated guidance to build and preserve a client’s net worth.”

Kerry McGauran, a registered sales assistant, supports James.

Experience & Education

Prior to joining Stephens, Max was a financial advisor and financial analyst with Merrill Lynch, Pierce, Fenner & Smith, Inc. for four years.

Max attended Belmont University in Nashville, TN on a golf scholarship, after a year he transferred to the University of Mississippi in Oxford, MS. He graduated in 2015 with a Bachelor of Arts in Banking and Finance.

Personal

Max spends time volunteering at The First Tee of Dallas and is a member of the Dallas chapter of the Ole Miss Alumni Association. Originally from Chattanooga, Tennessee, Max now lives in Dallas with his wife Hilary. Max enjoys playing golf, fly fishing, traveling and hosting events at his home.  


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

For Retail Investors: Form CRS

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