McKenzie Lannon

McKenzie Lannon, CFP®

Relationship Manager

McKenzie Lannon is passionate about providing comprehensive financial planning and investment advice in an easy-to-understand manner to her clients. She gauges success based on how confident and comfortable her clients feel about their entire financial health.

McKenzie is native to the Greater Baltimore region in Maryland and obtained her Bachelor of Science in Business Administration from Towson University with a concentration in Finance. Higher education has always been important to McKenzie, and she holds the CERTIFIED FINANCIAL PLANNER™ designation.

Having started her career at United Capital Financial Advisors over seven years ago, she has found fulfillment in helping long-term clients through various stages of life by utilizing the many tools and resources available to help them live their one best financial life. In 2023, McKenzie was selected by Goldman Sachs to deliver two presentations related to financial education at Out and Equal which is the largest LGBTQ+ workplace inclusion event in the world with over 5,000 attendees representing over 40 countries.

Outside of the office, McKenzie can be found spending time with her long-term partner and three cats or attempting the impossible task of perfecting her golf swing in preparation for the next round on the course.

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