Maxwell Aubry
Financial Advisor
Direct:
(913) 402-5235(913) 402-5235
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
After completing his Bachelor of Science in Business from the University of Phoenix, Max worked as an orthopedic medical device representative. In this role, he collaborated with doctors in operating rooms and clinics to deliver solutions for patients during foot and ankle surgeries. Later, as a dental device representative, he partnered with Kansas City dentists and orthodontists again to deliver solutions to meet their patients’ needs. After a rewarding and successful career in orthopedic and dental sales, Max decided to pursue his interest in finance and investments and became fully registered as a Financial Advisor in 2024. In his new role, Max will be responsible for analyzing investments, developing financial plans, and working directly with clients to help solve problems and provide strategies designed to help meet their goals. His previous roles honed his skills in listening, solving complex problems, and building lasting relationships—qualities he now brings to his clients.
His prior experiences strengthen our team’s commitment to your success. Max is a Kansas City native, and is deeply rooted in our community with his wife, Hailey. They welcomed their first daughter, Lilly-Rose, in March of 2025.They will also welcome their son, Logan, in October 2026. He enjoys spending time with his growing family and their dogs, Kobe and Harley. Max is an avid fan of the Kansas City Chiefs and Liverpool FC.
His prior experiences strengthen our team’s commitment to your success. Max is a Kansas City native, and is deeply rooted in our community with his wife, Hailey. They welcomed their first daughter, Lilly-Rose, in March of 2025.They will also welcome their son, Logan, in October 2026. He enjoys spending time with his growing family and their dogs, Kobe and Harley. Max is an avid fan of the Kansas City Chiefs and Liverpool FC.
Securities Agent: SC, KY, CO, ME, KS, CA, FL, AR, MA, IN, IL, DC, VT, VA, NC, MN, MI, GA, AZ, OH, NY, MO, CT, AL, WI, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2678736
NMLS#: 2678736
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
What Are Your Goals?
Some people go through life knowing exactly what they want and have a clear plan for how they are going to make it happen.
In my experience, this is the exception rather than the rule.
Much more common is a vague sense that "I want my family to be OK" or "I want to be sure I don't run out of money." These are valid sentiments and form a viable framework for an investment plan, but they are not defined goals.
It is crucial to identify and clearly articulate specific goals, so we can mitigate your investment risk. By defining specific goals, we can invest for the desired return without incurring undue risk.
So what is a specific goal? Here are a few:
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Pay for college for my two children or four grandchildren. What will that cost be in the appropriate timeframe?
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Retire from my "real" career at age 60, so I can transition to a less stressful or fun career. How much wealth will be required?
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Have enough money for a major international trip twice a year. How much should we allocate?
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Purchase and maintain a second home. What will that cost upfront and on an annual basis?
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Leave a multi-generational legacy for my family. Do you have an estate plan?
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Give a meaningful gift to charity that means a great deal to me. What do you hope to accomplish?
In each case, we can estimate a required dollar figure and a proposed timeframe. When that is established, we can look at variations and their impacts.
Resources
Thoughts On The Market
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen Here
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
View Here
"What Should I Do With My Money?" Podcast
Managing our money is one of the most important aspects of our lives. Join us as our guests share their stories around life's major moments. And hear the difference having an experienced Financial Advisor on your side can make.
Listen Here
2026 Outlooks
Global inflation and growth should moderate next year, but the range of possible economic outcomes is wide as uncertainty remains high. For markets, a more favorable policy and macro environment is likely to benefit risk assets, with U.S. stocks outperforming global peers.
View HereClients often seek guidance that extends well beyond portfolio decisions. In addition to investment management, their needs may include business planning, lending considerations, and broader strategies that touch many aspects of their financial lives. To address these priorities thoughtfully, we use a comprehensive financial planning process built around the following steps:
Step 1: Introductory Call
We’ll begin with an introductory conversation focused on understanding your goals and expectations for working together. I’ll ask about your past experiences managing your finances, whether independently or with a Financial Advisor, and we’ll explore the key priorities you’d like to address, along with any challenges that may stand in the way of achieving them.
Step 2: Discovery Meeting
During our Discovery Meeting, we will review your overall financial picture and discuss what you hope your wealth will help you achieve. Together, we will clarify your objectives, estimate the resources required to pursue them, and assess whether your current financial position supports your goals within the timeframe that matters to you.
Step 3: Plan Presentation
A Plan Presentation Meeting, during which I will walk you through your financial plan and review the recommended strategies designed to help address any shortfalls between your goals and available resources. The plan will include a proposed asset allocation that reflects the extent of those gaps, as well as your risk tolerance.
Step 4: Plan Implementation
As the plan moves into implementation, this process may also include further collaboration with Morgan Stanley professionals who specialize in areas such as business planning, lending strategies, and other disciplines relevant to your needs.
Step 5: Ongoing Evaluation
We regularly review your progress to assess whether your financial plan remains aligned with your goals. As your personal circumstances evolve or market conditions shift, we may recommend adjustments to your strategy to help keep you on course.
Location
11161 Overbrook Rd.
Ste 225
Leawood, KS 66211
US
Direct:
(913) 402-5235(913) 402-5235
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Maxwell Aubry today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
