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Jim Mckenzie

First Vice President at Morgan Stanley Smith Barney
Intro Book
Experienced financial leader with expertise in investments, wealth management, and leadership.
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Location
Jupiter, Florida, United States, US
Languages
  • Spanish -
Skills
  • Series 7
  • Asset Allocation
  • Investments
  • Portfolio Management
  • Wealth Management
  • Show all
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Bio

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Jim Mckenzie is a seasoned financial professional with 20+ years of experience in investments, wealth management, and leadership. He holds a Ph.D. in Global Leadership from Lynn University and an MBA in International Business from the University of Miami. With expertise in portfolio management, asset allocation, and retirement planning, Jim has held senior roles at Morgan Stanley Smith Barney and the U.S. Coast Guard.

Experience

Education

  • 2006 - 2012
    Lynn University
    Doctor of Philosophy (Ph.D.), Global Leadership
  • 1995 - 1997
    University of Miami - School of Business
    Master of Business Administration (M.B.A.), International Business

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Industry Focus. “Financial Services”

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