Jim MacKay Email & Phone Number
Founder and Financial Planner @ MacKay Financial Planning, LLC
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Jim MacKay Location
- Springfield, MO, US
Jim MacKay Work
- 2013 -now Founder and Financial Planner @
- 2006 -2013 Senior Portfolio Manager @
- 2008 -2012 Personal Financial Counselor @
- 2001 -2006 Financial Planner @
Jim MacKay Education
- College for Financial Planning
CFP (Financial Planning)
2003-2004 - W. P. Carey School of Business – Arizona State University
BS (Economics)
1999-2001
Jim MacKay Skills
- Strategic Financial Planning
- Retirement Planning
- Investments
- Portfolio Management
- Wealth Management
- Investment Management
- Estate Planning
- Investment Strategies
- Asset Allocation
- Investment Advisory
- Financial Planners
- Wealth Management Services
- Financial Advisory
- Mutual Funds
- Asset Managment
- Strategic Planning
- Microsoft Word
- Sales
Jim MacKay Summary
- Jim MacKay, based in Springfield, MO, US, is currently a Founder and Financial Planner at Jim MacKay Financial Planning, LLC. Jim MacKay brings experience from previous roles at Central Trust & Investment Company, MHN and Vanguard. Jim MacKay holds a 2003 - 2004 CFP in Financial Planning @ College for Financial Planning. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Investments, Portfolio Management, Wealth Management and more. Jim MacKay has 1 mobile phone numbers on RocketReach.
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