McKenzie Weinmann
Client Relations | NextGen Advisors Branch Professional, RJFSMcKenzie was born and raised in Santa Rosa, California. She moved to Arizona in 2018 to attend the Arizona State University. In 2023 McKenzie graduated from the College of Integrative Sciences and Arts earning her Bachelor of Science in Interdisciplinary Studies, with concentrations in Business and Communication. Throughout her four years at ASU, McKenzie was a part of the Pi Beta Phi sorority and had the opportunity to volunteer in various philanthropic organizations.
In her last semester, McKenzie was an intern at NextGen Advisors, and has been with the company fulltime for the past year and a half. McKenzie is the forefront of client relations and client requests and assists with all account maintenance.
In her free time, McKenzie enjoys traveling to new places, working out, attending concerts, cooking, as well as spending quality time with her family up in Northern California. This past year McKenzie has taken up the love of running and plans to complete her second half marathon this fall.
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The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,007 nominations, more than 7,321 advisors received the award. This ranking is based upon the period from 6/30/21 to 6/30/22 and was released on 4/4/23. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more info.
2022: 34,925 nominations with more than 6,550 advisors. This ranking is based upon the period from 6/30/20 to 6/30/21 and was released on 4/07/22.
2021: 32,725 nominations with more than 5,000 advisors. This ranking is based upon the period from 6/30/19 to 6/30/20 and was released on 2/11/21.
2020: 32,000 nominations with more than 4,000 advisors. This ranking is based upon the period from 6/30/18 to 6/30/19 and was released on 1/16/20.
