• 239-260-9386
  • Mon - Fri: 8am - 5pm

Team Member

Mackenzie Rickman CFP®, MBA

Vice President Investments And Planning
  • 239-431-3104
  • MRickman@NaplesWealthPlanning.com

Mackenzie Rickman joined Naples Wealth Planning in 2017 as Vice President of Investments and Planning. She brings 17 years of financial planning, asset allocation and risk management experience to NWP.

Mackenzie is a 1999 graduate of the University of Missouri, majoring in Finance. She then spent the next 17 years with Merrill Lynch, A.G. Edwards and Stifel Nicolaus in Mid-Missouri, helping individuals and small businesses manage volatility and reach their financial goals.

Mackenzie obtained her Certified Financial Planner™ designation in 2005 to more effectively help her clients through the financial planning process. She is dedicated to helping her clients manage their risk so that they can spend less time worrying about their investments and more time doing what they enjoy.

Having visited friends in Southwest Florida for many years, Mackenzie has decided to box up her winter clothes and make Naples, Florida her permanent residence. In her free time, she can be found on the tennis courts and enjoying this great Florida weather!

Services Offered

Insurance

  • Medicare Supps
  • Life Insurance
  • Disability
  • Long Term Care

Investing

  • Brokerage and Trading
  • Managed Accounts

Retirement

  • Roth IRA
  • Traditional IRA
  • Rollover IRA

College Planning

  • College Planning 529
  • College Savings Plan
  • Educational Savings Account

Small Business

  • 401(K)
  • Sep IRA
  • Simple IRA
  • Defined Benefit Plan
  • Business Investor Account
  • Buy/Sell Agreements

Annuities

  • Private Placement Variable
  • Fixed Index
  • Single Premium
  • Deferred Income
  • Fixed Deferred

Stocks

  • ETFs
  • Options
  • Mutual funds
  • Bonds, CDs & Fixed Income
  • International Stocks
  • Annuities
  • Insurance
  • Money Market Funds
  • Margin Loans
  • Cash Solutions

Trust and Estate

  • Trust Account
  • Estate Account