Mackenzie Rickman, Cfp®, Mba
AeroLeads people directory · profile

Mackenzie Rickman, Cfp®, Mba Email & Phone Number

VP Investments and Planning at Naples Wealth Planning, LLC
Location: Naples, Florida, United States 4 work roles 2 schools
1 work email found @napleswealthplanning.com 3 phones found area 573 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 3 phones

Work email m****@napleswealthplanning.com
Direct phone (573) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
VP Investments and Planning
Location
Naples, Florida, United States
Company size

Who is Mackenzie Rickman, Cfp®, Mba? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Mackenzie Rickman, Cfp®, Mba is listed as VP Investments and Planning at Naples Wealth Planning, LLC, a with 11 employees, based in Naples, Florida, United States. AeroLeads shows a work email signal at napleswealthplanning.com, phone signal with area code 573, and a matched LinkedIn profile for Mackenzie Rickman, Cfp®, Mba.

Mackenzie Rickman, Cfp®, Mba previously worked as Financial Advisor - Stifel at Stifel Financial Corp. and Financial Consultant at A.G. Edwards. Mackenzie Rickman, Cfp®, Mba holds Bachelor Of Science (B.S.), Business Administration from University Of Missouri-Columbia.

Company email context

Email format at Naples Wealth Planning, LLC

This section adds company-level context without repeating Mackenzie Rickman, Cfp®, Mba's masked contact details.

*@napleswealthplanning.com
71% confidence

AeroLeads found 1 current-domain work email signal for Mackenzie Rickman, Cfp®, Mba. Compare company email patterns before reaching out.

Profile bio

About Mackenzie Rickman, Cfp®, Mba

We live in a time with lots of “noise” about how to invest your money. Because of the overwhelming amount of information and opinions available, many investors put off making a retirement plan and investing for the future.As a Financial Advisor with the CERTIFIED FINANCIAL PLANNER™ profession certification and over 23 years of experience in the financial services industry, I work with individuals and small businesses make sense of their options and work with them to make a plan.My commitment is simple: • I will work with you to make a plan to pursue YOUR goals • I will make recommendations that are appropriate for YOUR risk tolerance and are in YOUR best interest • I will provide ongoing communication about the progressSpecialties: • 401(k) Rollovers • Retirement Planning • Risk Management Strategies • Investment Selection • Traditional/Roth IRAs • Retirement Income Strategies Interests: I enjoy being outside. I bike, run, golf, swim, and play tennis.

Current workplace

Mackenzie Rickman, Cfp®, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

Naples Wealth Planning, LLC
Naples Wealth Planning, Llc
VP Investments and Planning
naples, florida, united states
Employees
11
AeroLeads page
4 roles

Mackenzie Rickman, Cfp®, Mba work experience

A career timeline built from the work history available for this profile.

Financial Advisor - Stifel

Stifel Financial Corp.
Oct 2008 - Apr 2017

Registered Client Associate

Merrill Lynch
Aug 1999 - Nov 2004
Team & coworkers

Colleagues at Naples Wealth Planning, LLC

Other employees you can reach at napleswealthplanning.com. View company contacts for 11 employees →

2 education records

Mackenzie Rickman, Cfp®, Mba education

Bachelor Of Science (B.S.), Business Administration

University Of Missouri-Columbia

My Degree emphasis was Finance. I graduated Magna Cum Laude.

Master Of Business Administration (Mba)

William Woods University
FAQ

Frequently asked questions about Mackenzie Rickman, Cfp®, Mba

Quick answers generated from the profile data available on this page.

What company does Mackenzie Rickman, Cfp®, Mba work for?

Mackenzie Rickman, Cfp®, Mba works for Naples Wealth Planning, LLC.

What is Mackenzie Rickman, Cfp®, Mba's role at Naples Wealth Planning, LLC?

Mackenzie Rickman, Cfp®, Mba is listed as VP Investments and Planning at Naples Wealth Planning, LLC.

What is Mackenzie Rickman, Cfp®, Mba's email address?

AeroLeads has found 1 work email signal at @napleswealthplanning.com for Mackenzie Rickman, Cfp®, Mba at Naples Wealth Planning, LLC.

What is Mackenzie Rickman, Cfp®, Mba's phone number?

AeroLeads has found 3 phone signal(s) with area code 573 for Mackenzie Rickman, Cfp®, Mba at Naples Wealth Planning, LLC.

Where is Mackenzie Rickman, Cfp®, Mba based?

Mackenzie Rickman, Cfp®, Mba is based in Naples, Florida, United States while working with Naples Wealth Planning, LLC.

What companies has Mackenzie Rickman, Cfp®, Mba worked for?

Mackenzie Rickman, Cfp®, Mba has worked for Naples Wealth Planning, Llc, Stifel Financial Corp., A.G. Edwards, and Merrill Lynch.

Who are Mackenzie Rickman, Cfp®, Mba's colleagues at Naples Wealth Planning, LLC?

Mackenzie Rickman, Cfp®, Mba's colleagues at Naples Wealth Planning, LLC include Kiersten Bryan, Michael James Iacampo, Jeneé Peters, and Brian Bruneau.

How can I contact Mackenzie Rickman, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for Mackenzie Rickman, Cfp®, Mba at Naples Wealth Planning, LLC, including work email, phone, and LinkedIn data when available.

What schools did Mackenzie Rickman, Cfp®, Mba attend?

Mackenzie Rickman, Cfp®, Mba holds Bachelor Of Science (B.S.), Business Administration from University Of Missouri-Columbia.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.