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MacKenzie Parsons Location
Portland, ME, US
MacKenzie Parsons Work
Principal and Financial Planner @ (July 2022 - Present)
Managing Director and Financial Planner @ (April 2014 - August 2022)
Registered Client Service Associate @ (August 2010 - April 2014)
Registered Investment Advisor and Commodity Trading Advisor @ SMI Management & Research (May 2009 - August 2010)
MacKenzie Parsons Education
Roger Williams University
Bachelor of Science (B.S.) (Financial Services)
2005-2009
Boston University
Financial Planning (Financial Planning)
MacKenzie Parsons Summary
MacKenzie Parsons, based in Portland, ME, US, is currently a Principal and Financial Planner at Cornerstone Financial Planning, LLC.. MacKenzie Parsons brings experience from previous roles at Cornerstone Financial Planning, LLC., UBS Financial Services Inc. - Private Wealth Management and SMI Management & Research. MacKenzie Parsons holds a 2005 - 2009 Bachelor of Science (B.S.) in Financial Services @ Roger Williams University. MacKenzie Parsons has 2 emails and 1 mobile phone numbers on RocketReach.
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