Johnson Investment Counsel
Maxwell Klett, CFP®, is an experienced finance professional currently serving as an Associate Portfolio Manager at Johnson Investment Counsel since July 2019. Prior experience includes roles as a Portfolio Manager Assistant and Client Service Coordinator Intern at Constellation Wealth Advisors and Merrill Lynch, as well as internships in client service and supply network operations at Procter & Gamble. Maxwell Klett holds a degree from Xavier University, where studies were completed from 2015 to 2019, and is a graduate of St. Xavier High School, attending from 2011 to 2015.
This person is not in any teams
Johnson Investment Counsel
1 followers
Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, we serve individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.