McKenzie Allen
Wealth Management Advisor
- Role
- Wealth Management Advisor, Assistant Vice President at Merrill Lynch
- Location
- Marietta, OH, US
- LinkedIn followers
- 500 followers
About McKenzie Allen
As an advisor, I am passionate about helping families and individuals plan for retirement and finance the life they dream of living. My team of advisors and specialists prepare people for life\'s expected and unexpected, such as starting a family, financing a home, preparing for retirement, and transitioning jobs. Our goal is to guide our clients from their current situation to where they would ultimately like to go in the future. Our focus is to provide unmatched customer service and education for people in the Mid-Ohio Valley. Home is the Mid-Ohio Valley where I grew up competing gymnastics and loving anything related to the outdoors. Away from the office, I enjoy CrossFit, working on home projects, and spending time with my friends and family. On the weekends, you will probably find me boating on the Ohio River or enjoying a glass of wine at a local restaurant! I am an active member in the community. I currently serve on the board of the Marietta Noon Rotary Club where we are passionate about giving back to our local and international communities.*NMLS ID: 65•••92 *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
Experience
Wealth Management Advisor, Assistant Vice President
Jun 2018 — Present
Education
Ohio University
Bachelor's Degree
2015 — 2018
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ Certificati
2020 — 2024
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