Nancy D. McKee, CFP®

Nancy D. McKee is a financial advisor with Allegheny Financial Group, Ltd., an SEC-registered investment advisor firm established in 1976 that provides comprehensive financial planning services to individuals and businesses. Nancy offers client assistance in every aspect of financial life, including, but not limited to, financial planning, portfolio management, market analysis, risk management, and business and estate planning.

A resident of the North Hills, Nancy enjoys the rich cultural life of Pittsburgh. When she isn’t traveling and exercising her passion for exploring, she’s enjoying a variety of other outdoor activities.

Education & Professional Credentials

01
La Roche College | Bachelor’s Degree in Finance
02
CFP® Practitioner, Certified Financial Planner Board of Standards
03
Series 24, 7, and 66 Licenses
04
Life, Health and Variable Annuities License

Professional Activities

01
Member, Pittsburgh Chapter, Financial Planning Association
02
Board of Directors (2003-2010), YWCA of Greater Pittsburgh, acting as treasurer, audit committee chair, and endowment committee chair
03
Served as Membership Director for Institute of Certified Financial Planners, Pittsburgh Chapter
04
Board of Directors, Treasurer (2010-2011), Executive Women’s Golf Association (EWGA) of Pittsburgh
05
Board of Directors (2010-2012), Venture Outdoors