Wes McKenna, MHA, LUTCF
Wes received his Bachelor of Science degree in Business Administration from the College of Charleston, and his Masters in Health Administration degree from the Medical University of South Carolina. He has over 21 years of experience in the healthcare field in Charleston, SC and served as CEO for Lowcountry Medical Associates, P.C. from 1999 through 2003.
In January 2004 Wes purchased a Nationwide Insurance and Financial Services Agency, McKenna Agency, Inc., which is now Lighthouse Wealth Advisors of Charleston. The firm now has seven locations in South Carolina and an office in Minneapolis, MN. Wes has over 18 years of experience as a financial advisor and has qualified for membership with the following: Million Dollar Round Table (Court of the Table and Top of the Table), Nationwide Insurance All Star, President’s Conference, Champion Conference, and product-specific councils including life insurance and business/commercial insurance. He has also served on a Nationwide Insurance Advisory Council.
Wes is an Investment Advisor Representative and a Registered Representative with LPL Financial. He currently holds Series 6, 63, 65, and 26 licenses through LPL Financial. He provides financial services for clients in multiple states, and physicians and other professionals comprise a significant portion of his client base.
He is licensed in property and casualty and life and health insurance in Georgia, North Carolina, South Carolina, Tennessee, and Virginia.
Wes has been married to his wife Julie for 35 years and they have two children. They have attended James Island Christian Church for 24 years and they reside in Charleston, South Carolina. They are also volunteers at BIFMC Water Mission.