Andy McKenzie
Managing Partner - McKenzie Riedel Wealth Management
- Role
- Managing Partner at Mckenzie Riedel Wealth Management
- Location
- Wheeling, WV, US
- LinkedIn followers
- 500 followers
About Andy McKenzie
The McKenzie Riedel Wealth Management - work alongside individuals, families, businesses, and institutions to help them build, manage, protect, and transition their wealth. We follow a rigorous, disciplined process that always begins by listening closely to our client\'s needs. When our clients speak, we learn - we learn about past experiences, current situations, their dreams and aspirations. We study and analyze the information our clients share with us to develop various ways of helping them achieve their personal financial objectives.I hold the Series 7, 63, and 65 registrations and Life, Accident, and Health Insurance License; the CRPS™ and AAMS™ designation from the College of Financial Planning; an MBA from West Virginia University; as well as a B.S. in Business from West Liberty University. I was born and raised in Wheeling, WV, my wife Carrie and I have three sons: Austin, Levi and Quinn and granddaughter Kali. In 1996, I was elected to the WV State Senate and became the youngest State Senator in West Virginia\'s history. After 12 Years in the Senate, I was elected as Mayor of the City of Wheeling, WV and served 8 years in that position. At McKenzie Riedel Wealth Management, we welcome the opportunity to help you achieve of your financial goals. This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV, and WY only.CA Insurance License Number 0E72799. Resident State: products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Managing Partner
Mckenzie Riedel Wealth Management
Jan 2023 — Present · Wheeling, WV, US
Phone Number: 30••••••50Accredited Asset Management Specialist, Chartered Retirement Plans Specialist, Masters in Business Administration
Education
West Liberty State College
Bachelor of Science, Business
1998
West Liberty University
Doctor of Human Letters, Honorary
2012 — 2012
West Virginia University
MBA, Business
2004
Skills
- Securities
- Series 63
- Series 7
- Investments
- Portfolio Management
- Loans
- Asset Allocation
- Mutual Funds
- 401k Rollovers
- Strategic Planning
- Insurance
- 401k Planning
- Strategic Financial Planning
- Investment Advisory
- Retirement Planning
- Wealth Management
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