Early in life, Kent McKee knew he would pursue a career in financial services. Investment classes in college reinforced his early insight. As Kent mastered the concepts of investing, he recognized that informed simplicity was at the core of every wise decision. He made this principal the foundation of his advisory practice, which he has been managing for close to two decades.
In addition to his degree in Finance, Kent earned his CFP® (Certified Financial Planner) designation and appreciates its accountability to the highest level of ethics in the financial industry. His advisory approach combines sound principles of long-term investing with competent knowledge of the economic markets. This insight, coupled with his Certified Financial Planner designation, enables him to customize every plan for each client. Kent’s goal is for every family to rest assured that their interests are secure, well-managed, and aligned with their goals.
Kent resides in Orlando with his wife, Maralee, and two children, Marc and Corbett. Away from the office Kent enjoys trout fishing, reading and attending cultural events around town.