Max Margulis

Max Margulis is an experienced financial professional currently serving as the Director of Financial Planning, Case Design Unit Manager, and Investment Adviser Representative at Fortis Lux Financial since July 2017. Max is licensed to sell insurance in Connecticut, New Jersey, New York, and Pennsylvania, and specializes in financial planning and special needs planning. Prior experience includes a role as a Financial Advisor at Ameriprise Financial Services, Inc. from April to August 2016 and an internship at Arthrex - Mid Atlantic Surgical from June 2013 to June 2014. Max began a career in the service industry as Head Guard and Lifeguard at American Pool Management from May 2009 to September 2012. Max holds a degree in Finance from the University of Pittsburgh, obtained in 2014, and is a graduate of Ridge High School, class of 2010.