Mackenzie Casey, Cfp(R)
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Mackenzie Casey, Cfp(R) Email & Phone Number

Certified Financial Planner at TIAA
Location: Salt Lake City Metropolitan Area, United States 9 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
TIAA
Role
Certified Financial Planner
Location
Salt Lake City Metropolitan Area, United States
Company size
13563 employees

Who is Mackenzie Casey, Cfp(R)? Overview

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Quick answer

Mackenzie Casey, Cfp(R) is listed as Certified Financial Planner at TIAA, a with 13563 employees, based in Salt Lake City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Mackenzie Casey, Cfp(R).

Mackenzie Casey, Cfp(R) previously worked as Professional Recruiter at Fidelity Investments and Certified Financial Planner at Fidelity Investments. Mackenzie Casey, Cfp(R) holds Bachelor’S Degree, Interpersonal Communication from University Of Utah.

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Email format at TIAA

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TIAA

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Profile bio

About Mackenzie Casey, Cfp(R)

Mackenzie Casey, Cfp(R) is a Certified Financial Planner at TIAA.

Current workplace

Mackenzie Casey, Cfp(R)'s current company

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TIAA
Tiaa
Certified Financial Planner
Salt Lake City, UT, US
Website
tiaa.org
Employees
13563
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9 roles · 28 years

Mackenzie Casey, Cfp(R) work experience

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

Certified Financial Planner

Tiaa

Salt Lake City, Ut, Us

Professional Recruiter

Current
Fidelity Investments

Salt Lake City, Utah, United States

Jun 2022 - Present

Certified Financial Planner

Fidelity Investments

Salt Lake City, Utah, United States

May 2020 - Jun 2022

Regional Trust Specialist

Fidelity Investments

Merrimack, New Hampshire, United States

Educated clients and investment advisors on the corporate trustee offering of Fidelity's trustee servicesReviewed and analyzed trust documents to determine if Fidelity Personal Trust Services could be named as successor trustee.

Jun 2018 - May 2020

Portfolio Advisory Services Financial Consultant

Fidelity Investments

Greater Salt Lake City Area

Managed a book of 600+ client households (approx. $250k AUM) through quarterly updates and annual reviews of their financial plans.Developed financial plans for clients including estate planning, retirement income planning, and risk tolerance analysis assessment.Recognized consistently as a top client experience contributor in the departmentAchiever Winner as well as top performer in numerous campaigns.Recipient of multiple Call of the Month awardsMet and exceeded target… Show more Managed a book of 600+ client households (approx. $250k AUM) through quarterly updates and annual reviews of their financial plans.Developed financial plans for clients including estate planning, retirement income planning, and risk tolerance analysis assessment.Recognized consistently as a top client experience contributor in the departmentAchiever Winner as well as top performer in numerous campaigns.Recipient of multiple Call of the Month awardsMet and exceeded target acquisition, rollover, and retention goals consistently.Maintained high levels of excellent quality client interactions. Show less

2007 - 2011 ~4 yrs

Client Managment Representative

Fidelity Investments

Greater Salt Lake City Area

Assisted managed accounts clients with questions regarding their accounts, market activity and portfolio performance concerns.Completed annual and ad hoc asset allocation strategy reviews with clients.Recipient of multiple Call of the Month awards.

2006 - 2007 ~1 yr

Investments Representative/Senior Investments Representative

Fidelity Investments

Greater Salt Lake City Area

Proactively contacted clients in an effort to consolidate assets, allocate their portfolios, and provide investment guidance.Member of inaugural class of Customer First Heroes ambassadors.Recipient of multiple Shining Star and Call of the Month awards.Recognized consistently as a top Client Experience Index contributor.Consistently top-ranked regionally and nationally in sales.President's Circle achiever.

2004 - 2006 ~2 yrs

Sales Director

Mary Kay Cosmetics

Greater Salt Lake City Area

Managed and coached a dynamic organization of over 100 women.Led my unit in both sales and recruiting earning a Mary Kay car.Won prestigious "Go Give" award.

1999 - 2005 ~6 yrs

Senior Sales Trainer

Teleperformance, Usa

Greater Salt Lake City Area

Managed, motivated, and trained personnel and management throughout the organization.Organized and developed curriculum designed to improve closing rates and customer service.Developed and implemented strategies to increase sales and encourage agents.

2000 - 2003 ~3 yrs
Team & coworkers

Colleagues at TIAA

Other employees you can reach at tiaa.org. View company contacts for 13563 employees →

PT Priscil Takala Priscil Takala Colleague at TiaaMertens, Texas, United States View → HW Haley Watson Haley Watson Colleague at TiaaCharlotte, North Carolina, United States View → TL Tony Link Tony Link Colleague at TiaaDenver, Colorado, United States View → SA Sunil Amin, Pmp Sunil Amin, Pmp Colleague at TiaaWaxhaw, North Carolina, United States View → LC Le'Rhonda Crumblin-Washington Le'Rhonda Crumblin-Washington Colleague at TiaaCharlotte, North Carolina, United States View → SA Salavudeen Abdul Hameed Salavudeen Abdul Hameed Colleague at TiaaCharlotte Metro, United States View → JS June Smith June Smith Colleague at TiaaAurora, Colorado, United States View → TR Troy Roth, Cfp® Troy Roth, Cfp® Colleague at TiaaCamp Hill, Pennsylvania, United States View → NP Nitin Patil Nitin Patil Colleague at TiaaPune, Maharashtra, India View → CD Carolyn Davis Carolyn Davis Colleague at TiaaCharlotte, North Carolina, United States View →
1 education record

Mackenzie Casey, Cfp(R) education

FAQ

Frequently asked questions about Mackenzie Casey, Cfp(R)

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

What company does Mackenzie Casey, Cfp(R) work for?

Mackenzie Casey, Cfp(R) works for TIAA.

What is Mackenzie Casey, Cfp(R)'s role at TIAA?

Mackenzie Casey, Cfp(R) is listed as Certified Financial Planner at TIAA.

Where is Mackenzie Casey, Cfp(R) based?

Mackenzie Casey, Cfp(R) is based in Salt Lake City Metropolitan Area, United States while working with TIAA.

What companies has Mackenzie Casey, Cfp(R) worked for?

Mackenzie Casey, Cfp(R) has worked for Tiaa, Fidelity Investments, Mary Kay Cosmetics, and Teleperformance, Usa.

Who are Mackenzie Casey, Cfp(R)'s colleagues at TIAA?

Mackenzie Casey, Cfp(R)'s colleagues at TIAA include Priscil Takala, Haley Watson, Tony Link, Sunil Amin, Pmp, and Le'Rhonda Crumblin-Washington.

How can I contact Mackenzie Casey, Cfp(R)?

You can use AeroLeads to view verified contact signals for Mackenzie Casey, Cfp(R) at TIAA, including work email, phone, and LinkedIn data when available.

What schools did Mackenzie Casey, Cfp(R) attend?

Mackenzie Casey, Cfp(R) holds Bachelor’S Degree, Interpersonal Communication from University Of Utah.

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