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
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
Registered Investment Advisor
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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