Nancy D. McKee, CFP®
Financial Advisor
Phone:
412 536 8023 Nancy D. McKee is a financial advisor with Allegheny Financial Group, Ltd., a 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 Strip District, Nancy enjoys the rich cultural life of Pittsburgh. When she isn't traveling and exercising her passion for exploring, she's an enthusiastic golfer and enjoys a variety of other outdoor activities.
Education & Professional Credentials
- Bachelor's degree in Finance from La Roche College
- CFP® practitioner, Certified Financial Planner Board of Standards
Professional Activities & Honors
- YWCA of Greater Pittsburgh - Board of Directors 2003-2010, acting as treasurer, audit committee chair and endowment committee chair
- Served as Membership Director for the Institute of Certified Financial Planners Pittsburgh Chapter
- Venture Outdoors - Board of Directors 2010-2012, Finance Committee
- EWGA of Pittsburgh (Executive Women's Golf Association) - Board of Directors 2010-2011, Treasurer
- Nominated in 2007 for Canon's Businesswoman of the year
