Jack McKeegan

Private Wealth Advisor at Harrison Financial Services | CPWA®, CEPA® | Offering Comprehensive Financial Planning & Investment Services | Bringing Clarity to Complex Decisions

Role
Private Wealth Advisor at Harrison Financial Services
Location
Omaha, NE, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jack McKeegan

Jack McKeegan is a Private Wealth Advisor at Harrison Financial Services (HFS) with over 30 years of experience in private wealth management, banking, and accounting. He advises client families on investment strategy and complex family needs. Within the firm, he also mentors other advisors and supports the professional development of newer team members.Before joining HFS, Jack served as a CPA for a Big Four accounting firm and later worked as a bank officer. These roles helped him connect financial strategies to real-life decision-making. He is known for his clarity, steady leadership, and ability to simplify complex matters.He holds a degree in Accounting from Arizona State University and has earned the Certified Private Wealth Advisor® (CPWA®) and Certified Exit Planning Advisor® (CEPA®) designations.Jack supports causes that align with the firm’s mission to build a better Life, Legacy, and Community. He serves on the board of CHAD and has held various leadership roles with Blood Cancer United and is a member of The Rotary Club of Omaha. His work in the community reflects the same dedication he brings to his relationships with clients.Originally from Brooklyn, Jack is a lifelong Yankees fan. He enjoys golfing, hiking, and spending time with his children and grandchildren.

Experience

  1. Private Wealth Advisor

    Harrison Financial Services

    Jan 2008 — Present · Omaha, NE, US

Education

  • Arizona State University

    Bachelor of Science, Accounting and Finance

  • The University of Chicago Booth School of Business

    Certified Private Wealth Advisor, Wealth Management

    2013

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Jack McKeegan — Private Wealth Advisor at Harrison Financial Services in Omaha, NE, US | Unifers