Edward Jones - Financial Advisor: Lesia McKenzie, CFP®|CEPA®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Lesia McKenzie is a Certified Financial Planner (CFP®) and financial advisor based in Wendell, North Carolina. She provides personalized financial planning and investment guidance to individuals and families in her community. Lesia specializes in retirement preparation, education savings, and tax-smart investing strategies. Her approach emphasizes face-to-face conversations to understand her clients' unique financial goals and help them achieve long-term success.

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