Will Mckenzie Email & Phone Number

My passion for investing started in high school when I became involved in the business organization DECA. Competing in stock market competitions and finishing 3rd and in the top 10 internationally made me realize that this was what I wanted to do for a career. Over the years, I have gained experience that allows me to develop custom strategic goals for our clients including planning for retirement, paying for your children's education and estate considerations.I graduated from Georgia Southwestern State University with a bachelor's degree in business management. I then worked for Edward Jones for 10 years starting at the home office in St. Louis, MO then transitioning to a branch on Saint Simons Island, GA. At the office on Saint Simons is where I met Sandi McMahon who not only became a trustworthy associate but a lifelong friend. After 10 years with Edward Jones we decided to go out on our own and create McKenzie Wealth. McKenzie Wealth has provided us the flexibility and freedom to provide our clients with a more customized approach. We feel that this approach allows us the opportunity to serve our clients on a deeper level. We are now able to provide lending services, cash flow analysis, goal planning, and strategic investment options.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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  Georgia Southwestern State University

  Bachelor Of Business Administration (B.B.A.)