Stephen Mackenzie Email & Phone Number

We are a 4 person wealth management advisory team with over 75 years of combined industry experience located in New Canaan, Connecticut. Clients are drawn to our group because of our experience, knowledge, and responsiveness. We maintain strong, long-term relationships with clients who appreciate our analytical investment approach and high level of personalized client service.We help a select group of individuals and families manage and simplify their finances and investments. They face a range of opportunities as well as complexities. We offer a limited number of individuals and families boutique-like service, broad global resources, and customized financial strategies to help simplify their lives so they can spend more time pursuing what matters most to them. We are experienced in addressing the unique challenges presented by newly acquired wealth

Listed skills include Customized Wealth Planning and Estate And Wealth Structuring.

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  Senior Financial Advisor, Vice President

  Merrill Lynch Wealth Management

  Sep 2010 - Present

  Stephen MacKenzie joined Merrill Lynch Wealth Management in 2010. Prior to joining Merrill, he spent 25 years as a Member of both the American Stock Exchange and NYSE Euronext. Stephen was the founder and CEO of the NYSE Euronext Member firm Mack Trading LLC, a floor based execution Broker Dealer. Stephen was actively involved in the life of the NYSE and local communities. He was a member of the Alliance of Floor Brokers serving on its Executive Board and also a NYSE Floor Official. A graduate… Show more Stephen MacKenzie joined Merrill Lynch Wealth Management in 2010. Prior to joining Merrill, he spent 25 years as a Member of both the American Stock Exchange and NYSE Euronext. Stephen was the founder and CEO of the NYSE Euronext Member firm Mack Trading LLC, a floor based execution Broker Dealer. Stephen was actively involved in the life of the NYSE and local communities. He was a member of the Alliance of Floor Brokers serving on its Executive Board and also a NYSE Floor Official. A graduate of the University of Colorado and lifelong resident of New Canaan, he served on the board of the New Canaan YMCA. During his tenure, Stephen served as Community Chair for the Capital Campaign to fund the renovation of the building and learning center. Stephen has ridden for over 10 years in the Pan Mass Challenge, a charity ride benefiting the Dana Farber Cancer Research Center. Stephen lives in New Canaan with his wife and has three grown children Show less

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  University Of Colorado

  Bachelor'S Degree