About Us

Bob graduated on the Dean's List in 1969 with a B.S. in Industrial Management from the Georgia Institute of Technology. He lettered in football as a quarterback.

Bob has over 50 years of experience in the investment advisory business. He is a student of the markets and he enjoys sharing his knowledge and experience with our team and with our clients.

He and his wife, Pam, have three children and ten grandchildren (that call him Bobbo!).  They enjoy spending time with their family and traveling. 

 

Registered with Series 8, 63, 65, 1, & 3

Kevin focuses on building investment strategies and strategic plans for our clients with complex financial situations.

Kevin is a financial advisor, a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Analyst® and Certified Private Wealth Advisor. He has a passion for using that knowledge designed to provide creative and effective solutions to help our clients reach their goals.

Prior to joining the investment industry, Kevin worked for Bellsouth in West Palm Beach.  Kevin graduated with highest honors and a degree in finance from the University of Florida where he also played quarterback for the legendary Steve Spurrier. He is also a proud graduate of Westminster Academy in Ft. Lauderdale.

In his free time, Kevin is a busy husband and father.  He lives in Boca Raton with his wife and 4 boys.  As a family, they enjoy sports and spending time outdoors.  He also serves as an Elder at Spanish River Church and is active in coaching youth sports.  

Registered with Series 7, 66, 31, & 24

As a Senior Partner of the practice, Matt’s passion is to help our clients understand and coordinate their financial lives.

    “I frequently meet with investors who have a collection of accounts, but no real oversight, coordination or strategy behind them.   I truly enjoy working with those clients to help them get their arms around their situation so that we can build an investment plan designed for them.” 

  Matt has been serving high-net-worth investors and their families for over 22 years.  Prior to forming McKinnon Wealth Management in 2012, Matt, Bob and Kevin, served as Financial Advisors at UBS Financial Services in Ft. Lauderdale.

  Matt has been involved with a number of local organizations and charities.  In 2011, Matt was a graduate of Lifework Leadership, a national leadership development program crafted to engage leaders on issues they face in their personal and business lives. Matt is currently an Elder with CityChurch South Florida and has sat on the Board of Directors with several local & national organizations such as, Heart 2 Heart Senior Outreach and Rock by the Sea.   Matt graduated from the University of Florida with a B.S. in Business Administration with an outside concentration in Psychology.  He lives with his wife and three daughters in Ft Lauderdale.  They enjoy cooking, travel, Disney and Gator football. 

Registered with Series 7, 66, 31

Moussa leads our efforts in serving our next generation clients.  These clients are typically new to investing or working with a Financial Advisor and Moussa is dedicated to providing the extra time and attention we believe is required to help them become experienced investors.

Moussa joined McKinnon Wealth Management in 2013 after earning his MBA in Finance from Florida Atlantic University.   He earned his undergraduate degree from FAU as well with a BBA in Finance and Management.  While in graduate school, Moussa worked for Merrill Lynch in Palm Beach Gardens. 

When he is not in the office, Moussa plays competitive tennis and enjoys spending time outdoors and volunteering at his church. He lives with his wife and two daughters in Boca Raton.

Registered with Series 7 & 66

As a former Operations Manager, Mallory leverages her industry experience and knowledge to impact all phases of the client experience, from initial account opening to client reviews. Mallory also holds the CERTIFIED FINANCIAL PLANNER™ designation.

Mallory began her career in the financial services industry at UBS in Ft. Lauderdale where she wored as a Registered Client Service Associate and later as Branch Administrative Manager and Management Advisory Board member.  A native Floridian, Mallory graduated from Florida International University with a Bachelor of Business Administration in Finance and obtained a Master of Business Administration from Florida Atlantic University in 2018. In her free time she enjoys traveling and playing golf.

Registered with Series 7, 66, 9, & 10

Arlie focuses on complex problem solving for high net worth clients. She has vast experience working with a wide range of clients and advisors to work to develop a premier service mindset. Arlie has been a valued member at McKinnon Wright Wealth Management since 2013. Arlie graduated from Texas StateUniversity in 1997 with a double major in Anthropology and History. 

Arlie enjoys volunteering at her children’s school, cooking, and travelling with her husband and family.

 

Registered with Series 7 & 66

Wendy has been in the financial services industry since 2007 working at Morgan Stanley as a Client Service Associate and then at UBS in the role of Executive Team Assistant where she supported the management team of a 7 branch complex in the South Florida region. She transitioned and joined our team in 2016.  Prior to moving back to South Florida, she worked with Delta Airlines in New York City as an In Flight Service Operational Supervisor.  Wendy graduated from Florida State University with a BS in Marketing and she earned her MBA from Baruch College (CUNY).

Wendy is actively involved in advocacy for children with special needs.  She enjoys spending time with her 2 sons, husband and 2 dogs. 

Registered with Series 7, 66, 9, & 10

Jason focuses on investment research and finding new growth opportunities for our clients.  

Jason joined the team in 2019 after graduating from Florida Atlantic University with a Bachelors in Finance. While at FAU he was a captain on their Division I Swimming and Diving team, served on the Student Athlete Advisory Committee, and was active in both Campus Crusade for Christ and Reformed University Fellowship. Prior to FAU he graduated from Westminster Academy in Ft. Lauderdale.

In his free time Jason loves serving with the youth group at Boca Community Church, fishing, going to the beach, and playing all sports.