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

Bill Max

Vice President & Senior Portfolio Manager

Brian Dent, J.D., CTFA

Vice President & Senior Relationship Manager

Bruce Ring Jr., MBA, CFA, CTP®

Senior Vice President & Senior Portfolio Manager

Collin Stosberg

Wealth Management Advisor

Darrell Mantle, MBA, CTFA

Vice President & Relationship Manager

Debbie Vanloo, CFP®, CPA

Executive Vice President

Vice President & Portfolio Manager, Greg Phillips.

Greg Phillips, MBA

Senior Vice President & Senior Portfolio Manager

Heather Conway, J.D.

Vice President & Relationship Manager

Josh Hargrove, AIFA®, CAIA, CFA, CIPM, CMT, FRM, MSF

Chief Investment Strategist

Kerrie J. Rose, MBA

Portfolio Specialist

Kyle Search

Chief Operating Officer

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

Senior Vice President & Relationship Manager

Robert Simmons, J.D.

Vice President & Relationship Manager

Sam Rathmann, AIF®

Senior Vice President & Senior Portfolio Manager

Zechariah Shown, CIMA®, RMA®

Vice President & Portfolio Manager