Natan McKenzie

Sustaining your family\'s financial future. One generation at a time.

Role
Registered Investment Advisor at A. W. Smith Financial Group
Location
Richmond, VA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Natan McKenzie

Shoot for the moon. Even you miss, you will land among the stars.” - Les BrownWhat great things can we do today! If you are actually reading this, kudos! You are my kind of people. I am pleased that you stopped by my page and ask that we connect some time it the near future. Life, as I have grown to know it, has wonderful experiences with strangers, memorable moments with family, and priceless time with those whom you love. Cherish it, always. Life is worth LIVING!Securities and advisory services are offered through Centaurus Financial Inc, a registered broker/dealer and investment advisor Member FINRA/SIPC, The representative associated with this site may only discuss/transact business in the following states: VA, MD, Washington DC, CA, GA, DE, NY, NJ, NC, OH. A W Smith Financial Group Inc. is not affiliated with Centaurus Financial Inc.Specialties: Specializing in wealth accumulation, income distribution, wealth preservation, wealth transfer. Providing business planning for small business owners, loan strategies, buy out or succession planning, retention and incentive plans.

Experience

  1. Registered Investment Advisor

    A. W. Smith Financial Group

    Mar 2020 — Present · Richmond, VA, US

Education

  • Virginia State University

    Master's degree, Project Management

    2013 — 2015

  • Virginia State University

    Bachelor of Science, Marketing

    2006 — 2011

Skills

  • Business Planning
  • Financial Services
  • Customer Service
  • Retirement Income Strategies
  • Marketing
  • Social Media Marketing
  • Powerpoint
  • Microsoft Excel
  • Management
  • Recruiting
  • Research
  • Microsoft Office
  • Sales
  • Social Media
  • Leadership
  • Public Relations
  • Strategic Planning
  • Public Speaking
  • Team Leadership

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Natan McKenzie — Registered Investment Advisor at A. W. Smith Financial Group in Richmond, VA, US | Unifers