Meaghan McKenzie

Biography

As a committed and trusted investment advisor, I develop strategies and solutions by using a personalized planning process to meet your financial needs and goals. These strategies help to navigate you - - whether you are building personal wealth, planning for retirement, minimizing estate taxes or providing for the education needs of your children or grandchildren.

My intentions are to serve my clients with integrity and provide superior service, while developing life-long multigenerational relationships. My team and I believe that it is of the utmost importance to have clear and timely communication, resolve problems quickly, coordinate investment decisions and use outside specialists to help encompass all areas.

Working in a close partnership with you, I can help you define your investment objectives and risk tolerance, then determine an asset allocation strategy to help meet those goals. My four-step planning process offers my clients personalized investment strategies:

• Determine needs
• Develop a plan
• Implement the plan
• Measure and monitor results

PRESIDENTS CLUB

 

Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.