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- Who We Serve
- What We Do
- About Us
- Insights & Research
McKenzie Mullins
New Business Specialist
Leading a team of trust and investment professionals, McKenzie works with successful multi-generational families, business owners, and professionals. He introduces new clients to the firm, working to understand their relationship to their wealth, what they hope to do with it, and ultimately implements wealth plans and investment strategies that allow them to do meaningful things with it.
He began his career in the industry at Northern Trust, working as a Senior Associate to the same Nashville wealth advisory team he works with today. Previously, he interned for a US Congressman in Washington, DC.
McKenzie was born in Nashville. Interested in art, architecture, and historic preservation, he is Founding Member of Cheekwood's Council of Contemporaries. The next generation group works to advance the organization's goal of preserving the historical landmark and engaging a broad audience. He is also a member of the Economic Club of Nashville.
2017
Bachelor of Arts, Western Kentucky University.
Certified Financial Planner®.