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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

Andrea Howerton, CTFA, CFP®

Executive Vice President & Jefferson City Market Executive

Bart Schulte, MBA, CWS®

Senior 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

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
Emily-Kampeter

Emily Kampeter

Vice President & Wealth Management Advisor
Greg Phillips

Greg Phillips, MBA

Vice President & Portfolio Manager

Heather Conway, J.D.

Vice President & Relationship Manager
Josh Hargrove
Kerrie-Rose

Kerrie J. Rose, MBA

Portfolio Specialist

Kyle Search

Senior Vice President & Operations Manager
Robert-Swift

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

Senior Vice President & Relationship Manager

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

Zechariah Shown, CIMA®, RMA®

Vice President & Portfolio Manager