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™

Assistant Vice President & Compliance Officer
Andrea Howerton

Andrea Howerton, CTFA, CFP®

Senior Vice President & Relationship Manager
Bart Schulte

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
Brock-Gerstner

Brock Gerstner, CFA

Portfolio Manager
Debbie VanLoo

Debbie Vanloo, CFP®, CPA

Executive Vice President & Jefferson City Market Executive
Gloria Johnson

Gloria Johnson, CTFA

Assistant Vice President & Trust Officer
Greg Phillips

Greg Phillips, MBA

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

Senior Vice President & Investment Strategist
Kerrie-Rose

Kerrie J. Rose, MBA

Portfolio Specialist
Kyle Search

Kyle Search

Senior Vice President & Operations Manager
Matt Tolksdorf

Matt Tolksdorf, CFA, MBA

Senior Vice President & Senior Portfolio Manager
Pamela Henrickson

Pamela Henrickson, J.D.

Vice President & Relationship Manager
Robert-Swift

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

Senior Vice President & Relationship Manager
Sam Rathmann

Sam Rathmann, AIF®

Vice President & Portfolio Manager
Scott Kellett

Scott M. Kellett, J.D.

President & Chief Executive Officer