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portrait of McKenzie A Clary
FINANCIAL ADVISOR

McKenzie A Clary

AAMS™
5510 Nobel Drive Suite 215, Fitchburg, WI 53711opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About McKenzie

As a financial advisor with Edward Jones, I help individuals, families and businesses make smart decisions about their wealth in order to lead meaningful lives.

My team follows an established process that begins by taking the time to fully understand your unique story and aspirations. Together, we'll set concrete goals and curate a customized financial strategy designed to help you achieve them.

Our holistic process addresses five key areas:
- Aligning investments with your goals and risk tolerance
- Enhancing your wealth through tax reduction and income strategies
- Protecting your wealth
- Planning for the transfer of your wealth
- Giving to enhance your impact

I...

Focus Areas

  • Portfolio Reviews
  • New Investors
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Wisconsin - MadisonBachelor of Science

Personal Interests

  • Home Improvement
  • Reading
  • Golfing
  • Coaching Sports
  • Spending Time with Family

Team Members

  • Bonnie Heitner
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(608) 416-5300

Fax

(855) 685-1701

Office Address

5510 Nobel Drive Suite 215
Fitchburg, WI 53711opens in a new window

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