Lesia McKenzie
Financial Advising
Why pick this one
Lesia McKenzie focuses on wealth strategies and estate planning for clients with at least $500,000 in assets.
Best for
- professional athletes and entrepreneurs seeking wealth management
- farmers looking for estate planning
Look elsewhere if
- clients with less than $500,000 to invest
- individuals needing basic financial advice without advanced strategies
Specialties
- wealth strategies
- estate and legacy strategies
- retirement savings strategies
Certifications
- CFP®
- CEPA®
- SE-AWMA®
What makes them different
- serves clients with at least $500,000
- focuses on professional athletes, entrepreneurs, and farmers
- offers an introductory consultation
- Serves
- Wendell
Distilled from this business's own website.
Contact & Location
- Address
- 22 N. Main Street, Wendell, NC 27591
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- lesia.mckenzie@edwardjones.com
Services
- financial advising