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Bill Max

Jefferson City Office Information

111 E. Miller St.
Jefferson City, MO 65101

Phone: (573) 634-1291

Hours: 8:00 a.m. to 5:00 p.m.

Bill Max

Vice President & Senior Portfolio Manager

Direct Phone

573-634-1128

Email Address

bill.max@centraltrust.net

Bill has been active in the financial services industry since 1982. His primary role at Central Trust Company is to work with clients to structure and manage customized investment portfolios to meet the client’s individual goals.

Education & Certifications

  • Bachelor of Science in Mathematics and Agriculture, Illinois State University

Our Jefferson City Team

Executive Vice President & Jefferson City Market Executive. Andrea Howerton.

Andrea Howerton, CTFA, CFP®

Executive Vice President & Jefferson City Market Executive
Senior Vice President & Portfolio Manager, Bart Schulte.

Bart Schulte, MBA, CWS®

Senior Vice President & Portfolio Manager
Bill Max

Bill Max

Vice President & Senior Portfolio Manager
Vice President & Senior Relationship Manager, Brian Dent.

Brian Dent, J.D., CTFA

Vice President & Senior Relationship Manager
Senior Vice President & Senior Portfolio Manager, Bruce Ring.

Bruce Ring Jr., MBA, CFA, CTP®

Senior Vice President & Senior Portfolio Manager
Darrell-Mantle

Darrell Mantle, MBA

Vice President & Relationship Manager
Debbie VanLoo

Debbie Vanloo, CFP®, CPA

Executive Vice President
Vice President & Portfolio Manager, Greg Phillips.

Greg Phillips, MBA

Vice President & Portfolio Manager
Vice President & Relationship Manager, Heather Conway.

Heather Conway, J.D.

Vice President & Relationship Manager
Josh Hargrove
Kerrie-Rose

Kerrie J. Rose, MBA

Portfolio Specialist
Senior Vice President & Operations Manager, Kyle Search.

Kyle Search

Chief Operating Officer
Robert-Swift

Robert J. Swift, Jr., J.D.

Senior Vice President & Relationship Manager
Assistant Vice President & Relationship Manager, Robert Simmons.

Robert Simmons, J.D.

Assistant Vice President & Relationship Manager
Sam-Rathmann

Sam Rathmann, AIF®

Vice President & Portfolio Manager
Scott Kellett

Scott M. Kellett, J.D.

President & Chief Executive Officer
Vice President & Portfolio Manager, Zechariah Shown.

Zechariah Shown, CIMA®, RMA®

Vice President & Portfolio Manager