Max Bull

About the Fowler Bull Group at Morgan Stanley Private Wealth Management
The Fowler Bull Group works with a select clientele of affluent families and institutions from across the mountain states and beyond. Our clients are dynamic people who have built and led successful enterprises and created significant wealth in the process. We construct and implement investment portfolios designed to grow and preserve your assets with an emphasis on year-over-year cash flow growth.
Our team consists of two partners and six analysts. We combine our individual talents into a cohesive team focused on your success. Drawing upon our own experience and the vast global resources of Morgan Stanley, we deliver comprehensive wealth management capabilities, provide an exceptional level of service and dedicate ourselves to helping you achieve your goals.
Background
Max Bull has extensive experience providing strategic investment advice and financial guidance to private business owners, corporate executives and professional athletes. He leads the team's business development efforts and works closely with clients to create and implement goals-based plans, concentrated stock strategies and lending solutions.
Originally from Faribault, Minnesota, Max graduated from the University of Denver with a B.S. in finance. He was a national CoSIDA academic award winner and Co-Captain of the 2003-04 NCAA national championship hockey team. Max interned with Morgan Stanley during college and became an Advisor in 2005. He earned membership in the firm's prestigious President's Club in 2016 and was promoted to Managing Director in 2020.
Max has been named to On Wall Street magazine's annual listing of Top 40 Advisors Under 40 and Forbes magazine's America's Top Next Generation Wealth Advisors nationally since 2017. He has also been recognized by Barron's Top 1200 Financial Advisors and Forbes Best-in-State Wealth Advisors as a Top Financial Advisor in Colorado and America since 2018. The Fowler Bull Group has been named to the Barron's Top 50 Private Wealth Management Teams in America annually since its inauguration.
Max is currently a member of Morgan Stanley's Private Wealth Management Advisory Council, the University of Denver Student Development Committee and Daniels College of Business Alumni Advisory Board. He is an avid supporter of Shattuck-St. Mary's School, DAWG Nation Hockey Foundation, Children's Diabetes Foundation and Stupid Cancer. Max resides in Denver, Colorado with his wife, Kea, and son, Gunnar.
On Wall Street's Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 30, 2019). The rating is not indicative of the advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its financial advisors pay a fee to On Wall Street in exchange for the rating.
Source: Forbes.com (July, 2021). SHOOK considered advisors born in 1981 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, and are not indicative of future performance or representative of any one client's experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.

Source: Barrons.com (March 2021). Top 1,200 Financial Advisors: State-by-State as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron's in exchange for the rating. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Source: Forbes.com (February, 2021). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.

Source: Barron's ?Top 50 Private Wealth Advisory Teams,? April 20, 2020 bases its ratings on qualitative criteria: professionals with a minimum of 7 years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client's experience because it reflects a sample of all of the experiences of the Financial Advisor's clients. The rating is not indicative of the Financial Advisor's past or future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron's in exchange for the rating. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

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