Robert Mckenzie Email & Phone Number

Robert McKenzie, based in Massachusetts, United States, is currently a Senior Client Advisor and Chief Compliance Officer at Boston Research and Management, bringing experience from previous roles at Wells Fargo/Wachovia Bank/Tanager Financial Services, Woodstock Corporation (Multi-Family Office), Crestar Bank (now SunTrust Bank) and First National Bank of Boston (now Bank of America). Robert McKenzie holds a 1978 - 1981 Master of Laws (LLM) in Tax Law/Taxation @ Boston University School of Law. With a robust skill set that includes Estate Planning, Trusts, Tax, Relationship Management, Wealth Management and more, Robert McKenzie contributes valuable insights to the industry. Robert McKenzie has 1 email on RocketReach.