Lesia McKenzie, Financial Advisor located in Wendell, NC

Financial Advisor
Lesia McKenzie

CFP®, CEPA®, SE-AWMA®
22 N. Main Street, Wendell, NC 27591opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Professional Athletes
  • Entrepreneurs & Business Owners
  • Farmers and Ranchers
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • SE-AWMA®

    Sports and Entertainment Accredited Wealth Management Advisor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Scuba Diving
  • Volunteering
  • Community Outreach

Team Members

  • Carrie Barnes
    Sr. Branch Office Administrator
  • Pam Etheridge
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:30PM
Sat Closed
Sun Closed

Phone

(919) 365-3545

Fax

(866) 247-5608

Office Address

22 N. Main Street
Wendell, NC 27591opens in a new window

Mailing address

P O Box 510
Wendell, NC 27591

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