Mckenzie Frankel Associate Planner

Mckenzie Frankel moved north from Florida, to join Entrust Financial, LLC. Her passion is to assist clients with sensible investing, supported by personalized financial planning. To develop skill in taking care of clients, she trained with UBS and later worked for Morgan Stanley. Mckenzie is now completing the coursework required to attain her CERTIFIED FINANCIAL PLANNER™ designation.

Mckenzie has a strong commitment to help clients create and preserve wealth. She takes the time to develop a deep understanding of each client's interests and needs. They especially appreciate her ability to explain all aspects of their financial strategy and choices in plain English — a skill she learned in her former teaching career. Mckenzie believes that nurturing life-long relationships with clients and their families helps set the stage for fulfillment of their dreams.

Mckenzie is no stranger to the discipline, patience, and long-term perspective required of investors. She attends advanced Yoga classes regularly, and is an avid runner who enjoys working out with Valley Forge Fast Tracks Running Club. Mckenzie devotes her spare time to socializing homeless animals at the Main Line Rescue Pickering Meade Farm. She reaches out to other women through her leadership roles in both the Main Line Chamber of Commerce Society of Professional Women (SPW), and the National Association of Women Business Owners (NAWBO.)

PROFESSIONAL ASSOCIATION MEMBERSHIPS

• Association of Divorce Financial Planners
• Financial Planning Association, Philadelphia Tri-State Area Chapter

SERVICE ORGANIZATIONS

• Main Line Chamber of Commerce
• National Association of Women Business Owners

FINRA Securities Registrations

• NASD Series 7, 66

EDUCATION

• Bachelor of Science in Psychology, Indiana University, Indiana, Pennsylvania
• Master of Arts in Education, Chestnut Hill College, Philadelphia, Pennsylvania