Brian joined Keystone Financial Management (Formerly Empire Financial Partner’s) In 2002 after earning a Finance degree from SUNY Albany.
As a frequent recipient of the “Achieving Client Excellence Award," Brian fully embraces the standards that lead to achieving “ACE “ status, both as a representative for his clients, and as a leader. In 2009, he was inducted Into the Recognition Hall in the company’s Boston home office. In 2016 Brian McKee was recognized as court of the table qualifying member of MDRT, the premier association of financial professionals.
Brian spent over ten years as a leader with JHFN training and cultivating other advisors. Helping his peers with practice management, he was able to utilize this experience to improve his own financial services practice, which now consists of more than 1000 clients.
Brian has been a keynote speaker on over 30 occasions and has also participated in the growth and worked as a consultant to accounting and law firms interested in improving their public events and practices. Brian also was a supporter and participant of Veterans on Wall Street, an event promoting the financial services industry to those who served in the armed services. Brian is also a supporter of VETCON, an organization promoting veteran owned businesses.
PROFESSIONAL SPECIALTIES
Portfolio Building
Investments
Retirement
Education Funding
Wealth Protection
Asset & Legacy Protection
Life Insurance
Long-Term Care Insurance
Disability Income Insurance
Wealth Distribution
Estate/Trust Financial Strategies
Charitable Giving Strategies
Family Gifting Strategies
Business Owners
401(k) Review
Employee & Executive
Benefits
Succession Plan Funding
Buy / Sell Agreement Funding
Key Person Insurance
Group Benefits
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.
The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times.