Max Peckler

Max Peckler

Formal First Name
Maxwell (Max)

Maxwell Peckler, Managing Director, Financial Advisor, Private Wealth Advisor and Senior Portfolio Manager of The Peckler Wealth Management at UBS, has been in the financial services industry since 1995. He has extensive experience in financial planning for affluent individuals and families. As a Private Wealth Advisor, he delivers a range of sophisticated wealth management strategies and techniques for the complex needs of high net worth investors. Throughout his career, Max's performance has earned him recognition as a top advisor from financial publications such as Forbes, Barron's, and Financial Times. In addition to his industry accolades, he is a member of the prestigious UBS Pinnacle Council, which represents the top 1% of the firm's advisors. He is also highly involved in his community by serving and supporting a number of charitable organizations, including Smile Train, Birthday Wishes, and Special Olympics.

Professional Experience

Academic History

Awards and Recognitions

  • Forbes America's Top Wealth Advisors, 2017–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Barron's Top 1,200 Financial Advisors, 2014–2020
  • Financial Times Top 400 Financial Advisors, 2012–2016
  • On Wall Street's Top 40 Advisors Under 40, 2008–2012

Community Involvement

  • Smile Train
  • Birthday Wishes
  • Special Olympics