Kimberly Mackenzie

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Augusta, ME 04330-8165

Credentials

Series 63, Series 66

Industry experience

16 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning

Demographic focus

Intergenerational Families

Work history

Edward Jones

2020 - Present (6 years)

Key Investment Services Llc

2018 - 2020 (2 years)

Key Investment Services Llc

2010 - 2018 (8 years)

KEYBANK

2009 - 2020 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

April T

Series 66

Manchester, ME

Merrill

April Ylvisaker Tardiff serves as a Resident Director - Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2004 and joined Merrill Lynch in 2012. In her role, April focuses on delivering comprehensive wealth management strategies tailored to individual client needs, with expertise in areas such as college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, as well as retirement income planning. April holds a Bachelor's Degree from the University of Maine System and has earned several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She and her team leverage both their industry knowledge and the global resources of Merrill to provide a full range of wealth management services, particularly assisting corporate executives in integrating corporate benefit programs into long-term financial strategies. Beyond her professional career, April is involved with various community organizations such as Opera Maine, Portland Ovations, Portland Symphony Orchestra, and the University of Southern Maine Alumni Association. Her personal interests include boating, cooking, golfing, hiking, music, reading, running, skiing, spending time with family, and yoga.

Wealth management Retirement income strategy Social Security optimization ESG / Sustainable investing Executive Women Professionals Women's Finance

Luke R

Series 63, Series 66

Waterville, ME

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance Retirement income strategy Wealth management Founder/Business Owner

Blaine G

Series 66

Manchester, ME

Edward Jones

Retirement income strategy Multi-generational wealth transfer Wealth management ESG / Sustainable investing

Sasha F

Series 66

Waterville, ME

Edward Jones

Retirement income strategy Wealth management General estate planning guidance

Samuel O

Series 66

Augusta, ME

Edward Jones

Retirement income strategy Early retirement planning Wealth management

Eliot S

Series 66

Augusta, ME

Edward Jones

General retirement planning Passive / index investing ESG / Sustainable investing
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