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.
01La Roche College | Bachelor’s Degree in Finance
02CFP® Practitioner, Certified Financial Planner Board of Standards
03Series 24, 7, and 66 Licenses
04Life, Health and Variable Annuities License
01Board of Directors (2003-2010), YWCA of Greater Pittsburgh, acting as treasurer, audit committee chair, and endowment committee chair
02Served as Membership Director for Institute of Certified Financial Planners, Pittsburgh Chapter
03Board of Directors, Treasurer (2010-2011), Executive Women’s Golf Association (EWGA) of Pittsburgh
04Board of Directors (2010-2012), Venture Outdoors
01Repeat recipient of Five Star Wealth Manager Award
02Nominated in 2007 for Canon’s Businesswoman of the Year
01Family House volunteer