Kimberly Mackenzie
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Augusta, ME 04330-8165
Credentials
Series 63, Series 66
Industry experience
16 years
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
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Luke R
Series 63, Series 66
Waterville, ME
Edward Jones
Blaine G
Series 66
Manchester, ME
Edward Jones
Sasha F
Series 66
Waterville, ME
Edward Jones
Samuel O
Series 66
Augusta, ME
Edward Jones
Eliot S
Series 66
Augusta, ME
Edward Jones
Monica W
Series 66
Pittston, ME
Fidelity
Monica Worcester is a Financial Consultant I at Fidelity Investments, where she has been serving since 2024. In her role, she focuses on building trust with her clients and providing personalized financial guidance aimed at growth, security, and achieving their unique goals. Prior to this position, Monica held roles including Planning Consultant at Fidelity Investments and Relationship Manager at Empower Retirement, accumulating extensive experience in client service and financial planning since 1997. Her career spans various roles in the financial services industry, including positions at UBS, Lebel & Harriman, LLP, Key Bank, and Gorham Savings Bank. This diverse background has contributed to her expertise in retirement education, client relationship management, and financial consulting. Outside of her professional work, Monica enjoys activities such as cooking and baking, gardening, music, caring for pets, and reading.
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