Cassandra Mackey

Senior Client Relationship Specialist at Advocacy Wealth Management LLC

Cassandra Mackey

Cassandra Mackey

Senior Client Relationship Specialist at Advocacy Wealth Management LLC

Biography

Cassandra Mackey is the Senior Client Relationship Specialist at Advocacy Wealth Management. She brings more than 18 years of financial services experience to her role at AWM. She has worked at many of the major financial firms, such as Smith Barney, Wachovia Securities, Paine Webber, and Raymond James.

Cassandra works closely with clients, handling their inquiries regarding their accounts. She believes in giving the highest possible level of client service and care.

Cassandra attended Georgia State University and American Intercontinental University, earning her Business and MBA degrees. She is also a Georgia notary public.

Cassandra Lives in Atlanta, Georgia, where her community activities include working at her church, American Business Women’s Association, and Hands On Atlanta. Cassandra enjoys reading for fun and is a member of the TLC Book Club. Cassandra is a people person and when she is not busy volunteering she enjoys spending quality time with family and friends.

Overview
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Relationships
RelSci Relationships are individuals Cassandra Mackey likely has professional access to. A relationship does not necessarily indicate a personal connection.

Investment Advisor Representative at Advocacy Wealth Management LLC

Relationship likelihood: Average

Director of Client Planning at Advocacy Wealth Management LLC

Relationship likelihood: Average

Director of Trust Implementation, Advocacy Trust Solutions at Advocacy Wealth Management LLC

Relationship likelihood: Average

Chief Investment Officer at Advocacy Wealth Management LLC

Relationship likelihood: Average

Chairman at Advocacy Wealth Management LLC

Relationship likelihood: Average

Chief Executive Officer, Chief Compliance Officer at Advocacy Wealth Management LLC

Relationship likelihood: Average

Chief Operating Officer at Advocacy Wealth Management LLC

Relationship likelihood: Average

Founder at RS Core Capital LLC

Relationship likelihood: Weak

Advanced Planning Consultant-Advocacy Trust Solutions at Advocacy Wealth Management LLC

Relationship likelihood: Weak

Senior Vice President & Counsel-Advocacy Trust Solutions at Advocacy Wealth Management LLC

Relationship likelihood: Weak

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Cassandra Mackey
Senior Client Relationship Specialist at Advocacy Wealth Management LLC
Career History
Senior Client Relationship Specialist
Current

Advocacy Wealth Management (AWM) primarily manages assets for clients seeking requiring a relatively predictable stream of income on which they depend for their well-being. Many of their clients purchase portfolios the firm has created which are bond ladders, composed of individual securities, either corporate or municipal or both, withstated maturity dates. Maturities and coupon payments are staggered to give the client regularity of income and a reasonable assurance that principal will be returned at maturity since the direct securities are all investment grade. Accordingly, AWM focuses on managingdefault risk and reinvesting unused income and return of principal. They may add other income, equity or alternative investments to enhance or diversify return. For clients with limited investment capital, the firm offers alternative portfolios that emulate the bond ladders to the degree possible while attempting appropriate diversification. AWM's investment strategies generally include long- and short-term trading of stock portfolios, mutual funds and fixed-income securities. Margin trading and option trading may be used, when appropriate.

Other Affiliations

Cassandra Mackey is affiliated with Advocacy Wealth Management LLC

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