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