As your Edward Jones Wendell team, we believe it's important to invest our time in understanding what's most important to you, your family and your business. Working closely with you and your other professionals, including your tax advisor and attorney, I customize strategies to help you meet all your financial goals.
I am a 1998 graduate of the University of North Carolina in Wilmington, where I studied business management. With over 22 years' experience in the financial industry, I can truly say that this is my passion and I love helping clients plan for the future. I started my career in banking with First Citizens, which relocated me to the Raleigh/Triangle Area. After 11 years, I wanted to focus more on investments and planning, so joined Edward Jones as a financial advisor. I hold the Series 7 and 66 securities registrations, Life and LTC licenses, and I've earned my CFP® certification.
I reside in Wendell with my husband, Brian, and two children, Briggs and Elizabeth (Eli).
I am a member of Wendell Chamber of Commerce and serve on Wendell's Meet on Main Committee. I am an active board member and vice president for East Wake Education Foundation. I am a past board member of Wake County Community Foundation, past member of Wendell's Economic Development Committee and past president of the Wendell Chamber. Serving in the community is extremely important to me and my family.
My team consists of Lynne Stewart, who joined the firm in 2013, and Carrie Barnes, who has been with the firm for over 12 years. Both are very dedicated to providing you with the highest level of service possible and have over 40 years of combined experience.
We are thankful for the amazing culture of Edward Jones and take pride in putting our clients first. We strive to provide a high level of personal service and take the time to really get to know our clients.
Let us help you build wealth, protect wealth and efficiently transfer wealth to your family!
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address22 N. Main Street
Wendell, NC 27591 opens in a new window
Mailing AddressP O Box 510
Wendell, NC 27591
Phone NumberLesia McKenzie at (919) 365-3545
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More