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Tag Archives: certified financial planner

Lauren Black earns CFP certificate

Lauren Black, MBA, of Phillips Financial, an independent firm in Starkville, has earned her Certified Financial Planner certification. Black joined Phillips Financial in 2008. She holds the Series 7 and 63 securities licenses, as well as a license in life, disability, and long term care insurance. She holds a Master’s in Business Administration from Mississippi State University, as well as ...

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Smith completes exam

Art Smith, financial advisor, has successfully completed the certified financial planner (CFP) exam. Smith has been with Barnes Pettey Financial Advisors, LLC, for 16 years and was named a partner of the firm in 2005.

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MacKenzie earns CFP

Robert Stuart MacKenzie, a private wealth advisor with Ameriprise Financial in Kosciusko, has achieved the Certified Financial Planner (CFP) certification. MacKenzie successfully completed the rigorous requirements that include course work and a series of examinations covering the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. The Mississippi Development Authority’s Tourism Division ...

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