Mackenzie & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Stuart Mackenzie, Private Wealth Advisor serving the Kosciusko, MS area - Ameriprise Advisors

Stuart Mackenzie

CFP®, CRPC®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Stuart Mackenzie's website
Steve Rawson, Financial Advisor serving the Kosciusko, MS area - Ameriprise Advisors

Steve Rawson

Financial Advisor

Certified Kingdom Advisor
Visit Steve Rawson's website
Wendy Thomas, Financial Advisor serving the Kosciusko, MS area - Ameriprise Advisors

Wendy Thomas

Financial Advisor

Visit Wendy Thomas's website

Team

Sheridan Mitchell

Sheridan Mitchell

Paraplanner

Qualifications

  • Mississippi State University, Bachelors of History
  • Mississippi State University, Masters of Clinical Psychology
  • Series 7 Securities License
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Regina Parks

Regina Parks

Paraplanner

Qualifications

  • Mississippi State University - Bachelor of Business / Accounting
  • Series 7 Securities License
  • MS Life and Health Insurance License
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Virginia Roby

Virginia Roby

Client Relationship Manager

Qualifications

  • Mississippi State University - B.S. Education
  • University of Mississippi - MA Education
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Kim MacKenzie

Kim MacKenzie

Assistant

Qualifications

  • Mississippi State University - Bachelor of Marketing
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Leslie Grantham

Leslie Grantham

Client Service Manager

Qualifications

  • B.A. Mississippi State University, 1993
  • Associate of Risk Management
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