Mckinney Wealth Management
McKinney Wealth Management is an investment firm founded in 1978 that specializes in wealth management, estate and tax planning, and insurance/risk planning. The company staff is available 9:00-5:00 Central Time to help make trades, process checks or other requests, and assist the advisers in research. McKinney Wealth Management holds regular seminars and events for clients as well as quarterly seminars for prospects and others interested in working with our advisors. If you would like any information or would like to be put on our quarterly newsletter mailing list, please call or leave us a message on this page.
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Verified contacts
5
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JR
Jacob Rogers
& - · Other
EmailPhone - RS
Rainey Steven Rogers
Managing Director, Financial Advisor · Finance & Accounting
EmailPhone - SP
Susan P Lavery
Executive Assistant · General Business & Management
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Mckinney Wealth Management
4 distinct titles indexed · top 4 shown.
- 1& -
- 1executive assistant
- 1managing director, financial advisor
- 1private wealth management summer analyst
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