James McKenzie, CPFA®

Email: JMcKenzie@rockco.com

Phone: 561-363-5841

James McKenzie is a Private Advisor and Managing Director at Harvan McKenzie Wealth Partners within the Rockefeller Global Family Office. Jim graduated from the United States Coast Guard Academy and served 20 years on active duty as a commissioned officer. His assignments included tours of duty at sea, ashore, and abroad including as US Coast Attache, U.S. Embassy Caracas (Venezuela).

Jim began his career in financial services with Smith Barney in Ft. Lauderdale (FL). He was selected for the leadership program and served as Branch Manager (Palm Beach), Assistant Branch Manager (West Palm Beach), and Branch Manager (Morgan Stanley, Plantation, FL).

Jim focuses his practice on working with high net worth individuals, families, and small to mid-size businesses. His strategies are designed to help his clients pursue their short- and long-term financial goals, including retirement and estate planning. Jim’s approach to wealth management is consultative, objective, and committed to long-term performance and service excellence. He listens carefully to your ideas, concerns, and goals and then uses the vast resources of Rockefeller to help you explore a wide range of possible strategies.

Jim completed his MBA in International Business at the University of Miami (FL), and his Doctor of Philosophy (Ph.D.) with a concentration in Global Leadership at Lynn University (FL). He earned the CERTIFIED PLAN FIDUCIARY ADVISOR™ designation after completing a national training course.

The Harvan McKenzie team was named to the 2023 Forbes Best-in-State Wealth Management Teams list. Jim was also named to the 2023 Forbes “Best-in-State Wealth Advisors” list.

The Forbes Best-in-State Wealth Management Teams rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released. The Forbes Best-in-State Wealth Advisors rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.