Maxwell Roberto-Bailey

What’s something new you’d love to learn in the next year?

I’d love to be able to pick up a guitar and just start playing. That would be really cool.

What saying or phrase do you live by?

Do your best and be your best

What destination is at the top of your travel wish list?

Pacific Northwest

Maxwell is from the west side of Cincinnati and still resides there today. He graduated from La Salle High School in 2021, where he built a strong foundation both academically and personally. After high school, Maxwell attended the Carl H. Lindner College of Business at the University of Cincinnati, where he pursued a degree in Financial Planning with a minor in Professional Sales, graduating in 2025. During his time at UC, he was actively involved as the Recruitment Chair for his fraternity, Sigma Alpha Epsilon, and was also a member of the Men for Mental Health club.

Throughout his college experience, Maxwell explored career paths that aligned with his values and strengths through coursework and real-world exposure. He quickly realized that his passion for helping others, combined with his interest in investing and financial strategy, made the path of becoming a Financial Advisor a natural fit. He is driven by the opportunity to build meaningful relationships and positively impact the financial well-being of individuals and families in his community.

This passion led him to pursue an opportunity with the RFG Family, where he saw a strong alignment with his values and a supportive environment to grow professionally. Maxwell is excited to begin his career as an Advisor Assistant, where he can continue developing his skills while contributing to a team that prioritizes a family-oriented culture among both colleagues and clients.

Maxwell holds the Securities Industry Essentials® (SIE®), Series 7, and Series 66 registrations, and is currently working toward obtaining his Life, Accident, and Health license.

Check the background of this investment professional on FINRA’s BrokerCheck.