Maxwell Roberto-Bailey

Apprentice

Maxwell Roberto-Bailey

Maxwell@PlanWithRFG.com
Phone: 513-513-7011
Fax: 513-624-3124

What skill do you think everyone should learn?

Financial literacy and management

Are you a sports fan? Who are your favorite teams?

I have grown up in Cincinnati, Ohio all my life so naturally I am a Cincinnati Bengals, Reds, and The University of Cincinnati sports fan, but my dad started liking the University of Michigan football at a very young age which led me to also being a huge fan for the Maize and Blue.

What is your favorite food?

Skyline

Maxwell was born and raised on the west side of Cincinnati where he attended La Salle High School. Currently a rising senior at the Lindner College of Business, University of Cincinnati, Maxwell is pursuing a major in Finance with a minor in Professional Sales. During his time at university, Maxwell has been actively involved as the Recruitment Chair for his fraternity, Sigma Alpha Epsilon, and is also a member of the Men for Mental Health club.

His passion for finance stems from the realization that he can make a meaningful difference in people’s lives as a Financial Advisor. Maxwell is eager to participate in the apprenticeship summer program, seeing it as an opportunity to align his values with those of RFG, particularly in fostering a family culture both among colleagues and clients.

Maxwells interests are watching sports, hiking adventures, and spending time with family and friends.

OUR ACCOLADES

Best Places To Work 2024
AIF
2024 Five Star Wealth Manager
2023 Best of Cincinnati

Check the background of this firm on FINRA’s BrokerCheck

  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
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To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2024, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

CityBeat’s Best of Cincinnati 2024 Award for Best Financial Planning Services, second place is based on a poll of readers, results released April 2024. This award is not based on investment performance

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge and Rosselot Financial Group are not affiliated.