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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

Adam Wyrick

Adam Wyrick, CFIRS™

Compliance Officer
Andrea Howerton

Andrea Howerton, CTFA, CFP®

Vice President & Relationship Manager
Bart Schulte

Bart Schulte, MBA, CWS®

Vice President & Portfolio Manager
Bill Max

Bill Max

Vice President & Senior Portfolio Manager
Brian Dent

Brian Dent, J.D., CTFA

Vice President & Senior Relationship Manager
Debbie VanLoo

Debbie Vanloo, CFP®, CPA

Senior Vice President & Jefferson City Market Executive
Gloria Johnson

Gloria Johnson, CTFA

Assistant Vice President & Trust Officer
Greg Phillips

Greg Phillips, MBA

Assistant Vice President & Portfolio Manager
Jill Dobbs

Jill Dobbs, CFP®

Vice President & Wealth Management Advisor
Josh Hargrove

Josh Hargrove, AIF, CAIA, CFA, CIPM, CMT, FRM, MSF

Vice President & Investment Strategist
Kyle Search

Kyle Search, CFIRS

Vice President & Operations Manager
Matt Tolksdorf

Matt Tolksdorf, CFA

Senior Vice President & Senior Portfolio Manager
Pamela Henrickson

Pamela Henrickson, J.D.

Vice President & Relationship Manager
Sam Rathmann

Sam Rathmann, AIF®

Assistant Vice President & Portfolio Manager

Scott M. Kellett, J.D.

President & Chief Executive Officer
Steve Brennaman

Steve Brennaman

Vice President & Senior Portfolio Manager
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