Max Oglevee

Private Advisor, Vice President

S. Maxwell Oglevee joined Rockefeller as a Vice President in May 2021. He earned his Bachelors of Arts in Business with a focus in finance from the San Francisco State University. As a part of a generational team, Maxwell has a passion for assisting families through the many complexities life has to offer. By preparing comprehensive financial plans and constructing goal oriented portfolios Maxwell and the team are aligned with each and every clients’ lifelong goals.

Prior to Rockefeller, Maxwell worked at UBS for 4 years as a Financial Advisor in both Irvine, CA as well as in Weehawken, NJ assisting clients from all over the country with their everyday financial needs. Maxwell holds his Series 7 and 66 licenses as well as both Life & Health Insurance licenses. After work, Maxwell enjoys spending the summers by the beach, winters skiing with his family, and traveling to new places.

Maxwell resides in Santa Ana, CA.