Mike McWhinnie
Financial Advisor
Mike is passionate about delivering the highest level of service to each one of his clients. A combination of patience, education, and background in financial planning provides our clients confidence that they have a sound plan for the future.
Building Lasting Legacies From The Ground Up
Mike’s role as a Financial Advisor at Legacy Financial is to assist individuals and families in achieving their financial goals and simplifying their lives. His goal is to understand the investment, tax, and estate planning landscape and make sure his clients have a thoughtful, well-coordinated plan.
He has over 23 years of experience in assisting clients with comprehensive financial planning, investment strategy, income planning, and estate planning techniques. Prior to joining Legacy, Mike worked at Fidelity Investments in Covington, Kentucky, holding roles in equity, options, fixed income trading, tax-sensitive management, and management.
Mike has completed the Series 63, 66, 7, 9, and 10 examinations. He completed his undergraduate work at the University of Kentucky, earned an M.B.A. from Xavier University, and is a CERTIFIED FINANCIAL PLANNER™.
Mike is married to Beth. Outside the office, he spends time with his wife and three kids traveling or relaxing by the pool. They are huge sports fans cheering on the Kentucky Wildcats, Bengals, FC Cincinnati, and Reds.
Start Your Journey
Ready to Align Your Treasure with Your Heart?
Schedule a conversation with Mike McWhinnie or a member of our wealth advisory team today.