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Meaghan McKenzie
Managing Director, Investments
Biography
Meaghan McKenzie serves as Managing Director, Investments at Wedbush in the Seattle, Washington office. With a career in the financial industry spanning four decades, including more than 20 years at Wedbush, Meaghan brings institutional knowledge and a commitment to long-term partnership.
Meaghan entered the financial industry in 1985, starting at Kidder, Peabody & Co on the client service and operations side, where she gained insights into how financial plans are executed behind the scenes. That early experience shaped her appreciation for the client relationship as both strategic and personal. Over the next several years, she held roles at respected wealth management firms including Oppenheimer & Co., Dain Rauscher, and RBC Wealth Management, steadily expanding her advisory experience before joining Wedbush in 2003.
Meaghan’s philosophy is rooted in service, listening, and creating order where there is financial uncertainty. She finds genuine fulfillment in helping clients clarify their goals and build a roadmap they can trust and adapt as life evolves. Meaghan believes her role is not only to design a plan, but to walk alongside clients through every stage of their financial journey, offering clear explanations and sound strategies. The joy she receives from supporting people in moments of need is what has driven her throughout her career and continues to guide her approach every day. In her spare time, Meaghan enjoys cooking, hiking, riding horses, traveling, and spending time with friends and family.
Recognized by the firm as a member of the prestigious President's Club for her outstanding contributions.
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
