portrait of Lesia McKenzie
FINANCIAL ADVISOR

Lesia McKenzie

CFP®, CEPA®
22 N. Main Street, Wendell, NC 27591opens in a new window
Client by Referral
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Camping
  • Community Outreach

Team Members

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

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
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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