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.
01
La Roche College | Bachelor’s Degree in Finance02
CFP® Practitioner, Certified Financial Planner Board of Standards03
Series 24, 7, and 66 Licenses04
Life, Health and Variable Annuities License01
Member, Pittsburgh Chapter, Financial Planning Association02
Board of Directors (2003-2010), YWCA of Greater Pittsburgh, acting as treasurer, audit committee chair, and endowment committee chair03
Served as Membership Director for Institute of Certified Financial Planners, Pittsburgh Chapter04
Board of Directors, Treasurer (2010-2011), Executive Women’s Golf Association (EWGA) of Pittsburgh05
Board of Directors (2010-2012), Venture Outdoors01
Repeat recipient of Five Star Wealth Manager Award02
Nominated in 2007 for Canon’s Businesswoman of the Year01
Family House volunteer