Michael Mcwhinnie, Cfp®, Mba
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Michael Mcwhinnie, Cfp®, Mba Email & Phone Number

Financial Advisor at Legacy Financial Advisors
Location: Cincinnati Metropolitan Area, United States 6 work roles 3 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Legacy Financial Advisors
Role
Financial Advisor
Location
Cincinnati Metropolitan Area, United States
Company size
42 employees

Who is Michael Mcwhinnie, Cfp®, Mba? Overview

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Quick answer

Michael Mcwhinnie, Cfp®, Mba is listed as Financial Advisor at Legacy Financial Advisors, a with 42 employees, based in Cincinnati Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Michael Mcwhinnie, Cfp®, Mba.

Michael Mcwhinnie, Cfp®, Mba previously worked as Financial Consultant at Fidelity Investments and Senior Portfolio Specialist, Portfolio Advisory Services at Fidelity Investments. Michael Mcwhinnie, Cfp®, Mba holds Masters, Business Administration from Xavier University.

Company email context

Email format at Legacy Financial Advisors

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Legacy Financial Advisors

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About Michael Mcwhinnie, Cfp®, Mba

Michael Mcwhinnie, Cfp®, Mba is a Financial Advisor at Legacy Financial Advisors.

Current workplace

Michael Mcwhinnie, Cfp®, Mba's current company

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Legacy Financial Advisors
Legacy Financial Advisors
Financial Advisor
covington, kentucky, united states
Website
legacyfinancialadvisors.com
Employees
42
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6 roles

Michael Mcwhinnie, Cfp®, Mba work experience

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

Senior Portfolio Specialist, Portfolio Advisory Services

Fidelity Investments

Cincinnati Area, Ky

Feb 2011 - Jun 2017

Financial Representative/Senior Financial Representative

Fidelity Investments

Cincinnati, Ohio Area

Nov 2000 - Mar 2005
Team & coworkers

Colleagues at Legacy Financial Advisors

Other employees you can reach at legacyfinancialadvisors.com. View company contacts for 42 employees →

CP Cathy Portanova Cathy Portanova Colleague at Legacy Financial AdvisorsNorton Center, Massachusetts, United States View → LH Lee Hamblin Lee Hamblin Colleague at Legacy Financial AdvisorsNampa, Idaho, United States View → EB Envied Barbie Envied Barbie Colleague at Legacy Financial AdvisorsLoxahatchee, Florida, United States View → MM Michael Maisel Michael Maisel Colleague at Legacy Financial AdvisorsCincinnati, Ohio, United States View → YW Yvette West Yvette West Colleague at Legacy Financial AdvisorsCovington, Kentucky, United States View → SW Sici Weinstock Sici Weinstock Colleague at Legacy Financial AdvisorsPalm Beach Gardens, Florida, United States View → SS Seth Sanborn, Cfp® Seth Sanborn, Cfp® Colleague at Legacy Financial AdvisorsCovington, Kentucky, United States View → BC Barbara Camaglia Barbara Camaglia Colleague at Legacy Financial AdvisorsChagrin Falls, Ohio, United States View → LS Leta Shell Leta Shell Colleague at Legacy Financial AdvisorsNampa, Idaho, United States View → MJ Mike Jarvis Mike Jarvis Colleague at Legacy Financial AdvisorsMckinney, Texas, United States View →
3 education records

Michael Mcwhinnie, Cfp®, Mba education

FAQ

Frequently asked questions about Michael Mcwhinnie, Cfp®, Mba

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

What company does Michael Mcwhinnie, Cfp®, Mba work for?

Michael Mcwhinnie, Cfp®, Mba works for Legacy Financial Advisors.

What is Michael Mcwhinnie, Cfp®, Mba's role at Legacy Financial Advisors?

Michael Mcwhinnie, Cfp®, Mba is listed as Financial Advisor at Legacy Financial Advisors.

Where is Michael Mcwhinnie, Cfp®, Mba based?

Michael Mcwhinnie, Cfp®, Mba is based in Cincinnati Metropolitan Area, United States while working with Legacy Financial Advisors.

What companies has Michael Mcwhinnie, Cfp®, Mba worked for?

Michael Mcwhinnie, Cfp®, Mba has worked for Legacy Financial Advisors and Fidelity Investments.

Who are Michael Mcwhinnie, Cfp®, Mba's colleagues at Legacy Financial Advisors?

Michael Mcwhinnie, Cfp®, Mba's colleagues at Legacy Financial Advisors include Cathy Portanova, Lee Hamblin, Envied Barbie, Michael Maisel, and Yvette West.

How can I contact Michael Mcwhinnie, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for Michael Mcwhinnie, Cfp®, Mba at Legacy Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Michael Mcwhinnie, Cfp®, Mba attend?

Michael Mcwhinnie, Cfp®, Mba holds Masters, Business Administration from Xavier University.

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