Mr. Makso joined First Republic in 2016. He has more than six years of experience providing comprehensive financial planning, tax, retirement and wealth management services and advice to high-net-worth individuals, families, corporate executives, and closely held business owners. Prior to joining First Republic, Mr. Makso was with Lincoln Financial Advisors.
Mr. Makso earned his Bachelors in Accounting from Clearwater Christian College and earned a Certificate of Financial Planning from Boston University. He is a member of the Boston Estate Planning Council and the Financial Planning Association. Mr. Makso is also a CERTIFIED FINANCIAL PLANNER™ professional.
Wealth Management Experience: Since 2010
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