Maximo Trama
Director of Client Operations
From onboarding to ongoing account service, Max is responsible for facilitating an optimal experience for the team’s clients.
Max started his career in sales, where he saw firsthand the importance of building solid relationships. These skills are ideal in helping Heritage Wealth Advisors fulfill its commitment to serve its clients for the lifetime of their financial plans.
Max lives in Norwalk and enjoys cooking, sports, and spending time with his family and his two dogs.
