Carrie McKenzie, Edward Jones

Carrie McKenzie, Edward Jones

Financial Services

About Us

Inspiring and equipping doers with the financial knowledge needed to seize upon their opportunities is my passion. While there are many curves and forks in the road that we are building our lives upon, we inherently want to live each day with purpose and enjoyment. It is critical to work with the right financial advisor who wants to illuminate the possibilities and walk in life with you to forge the path forward. I find true joy in helping seekers of opportunity to live richly.

I chose Edward Jones because we are a privately-owned partnership that positions me to put the client's needs first and we live in the communities we serve which allows us to be accessible to our clients and invest in where we live.

Giving back is important to me. In my personal time, I am an advocate for children, deeply involved in growing the reach and impact of non-profits, a trusted thought partner with fellow entrepreneurs and business owners, and a keynote speaker. My focus areas are:

Career Builders and Changers
The modern worker changes careers multiple times, for various reasons. Let's look at what this means for you.

Entrepreneur Minded (Owners, Employees, Consultants)
Being an entrepreneur is a mindset not a job title. Let’s talk about how to leverage that.

Socially Conscious Investing
Diversity, inclusion, and equity are important values to me. Let’s leave the world a better place.

Non-profit Impact and Outreach
Leading a non-profit is business just the same but with a big heart and mission. I understand and walked in your shoes; Let me help you.


Please take notice that photography and video/audio recording may take place at Chamber events. By attending, you consent to your image and/or likeness being used, without compensation, in future promotional, advertising, fundraising, or any other type of media materials, by the Bothell Kenmore Chamber of Commerce, in perpetuity. Further, your attendance signifies that you agree to release and hold harmless the Bothell Kenmore Chamber of Commerce from any liability whatsoever relating to or arising from the future use of your image or likeness. If you do not agree to these terms, please contact us.

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