Max Carlos puts an investment background and interest in people to work as an investment associate/associate wealth manager. He joined Laurel Wealth Planning in 2023 after 2.5 years as a paraplanner at another firm. He analyzes markets, makes trades in client accounts, and communicates portfolio shifts. Max appreciates the supportive atmosphere and growth mindset at LWP that helps everyone chart a development path for themselves and the firm. For him, that means honing his planning skills and one day becoming a wealth manager with long-lasting relationships of his own. Max is a graduate of the University of Minnesota-Duluth, where he majored in Financial Markets, with a minor in Economics. H