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Will McKenzie

Will McKenzie

Financial Advisor

Followers of Will McKenzie1000 followers
location of Will McKenzieMetro Jacksonville

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  • Timeline

  • About me

    Financial advisor serving individual investors | Focusing on solutions for business owners, executives and retirees

  • Education

    • Georgia Southwestern State University

      2008 - 2013
      Bachelor of Business Administration (B.B.A.)

  • Experience

    • Edward Jones

      Jun 2014 - May 2024
      Financial Advisor

    • McKenzie Wealth Management

      May 2024 - now
      Managing Partner & Chief Wealth Advisor

      At McKenzie Wealth our team brings a wealth of experience and expertise in wealth management to guide our clients through their financial journey. We understand that every client is unique, which is why we tailor our services to meet their individual needs and objectives. We are committed to providing the highest level of service and delivering value to our clients through proactive advice and strategic guidance. We operate with honesty, integrity, and transparency, putting our clients' best interests at the forefront of everything we do. We build long-term relationships with our clients based on trust, respect, and a shared commitment to achieving financial success. Show less

  • Licenses & Certifications

    • Series 66

      Financial Industry Regulatory Authority (FINRA)
      May 2014

    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Mar 2014

    • Georgia Insurance License

      Georgia Insurance Department
      Dec 2014