Nancy D. McKee
Financial Advisor at Allegheny Financial Group, Ltd.
- Role
- Partner and Financial Advisor at Allegheny Financial Group
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Nancy D. McKee
Specialties: Excellent in developing a comprehensive personal financial plan that includes investment, retirement planning, estate planning, survivorship, education planning and risk management. I have a knack for relaying complex information in an easy to understand way. I enjoy helping young adults begin to plan for their future.
Experience
Partner and Financial Advisor
May 1988 — Present
Nancy has thirty seven years experience in personal financial planning. A Certified Financial Planner(TM) practitioner since 1992, Nancy is affiliated with Allegheny Financial Group, a registered investment advisor. AFG\'s investment policy favors a disciplined, team-based approach to establish and grow a diversified and secure portfolio. Nancy takes the time to understand her client\'s needs and then tailors an easy to understand program around goals, investment time frames and tolerance for risk. Passionate about planning, she works with individuals, couples and young adults developing a program that not only includes investing but also estate planning, retirement planning, education planning and risk management.Multi-year (20••••23) Five Star Wealth Manager award winner.Securities offered through Allegheny Investments, Ltd, a registered broker/dealer, member FINRA/SIPC.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(TM) and federally registered CFP (with flame design) in the U.S.20••••23 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients, peers and industry experts. Five Star Wealth managers meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. For specific research methodologies, go to
Education
La Roche University
BS
1984 — 1988
Skills
- Wealth
- Iras
- Securities
- Estate Planning
- Investment Management
- College Savings Plans
- Sep Ira
- Personal Tax Planning
- Roth Ira
- Financial Analysis
- Investments
- Asset Managment
- Life Insurance
- 401k Rollovers
- 529 Plans
- Endowment Funds
- Alternative Investments
- Certified Financial Planner
- Mutual Funds
- Financial Planners
- Personal Financial Planning
- Retirement Planning
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