About Us
4th Generation Financial is a full-service financial firm committed to the virtues that help people reach their goals.
Founder, Kent McKee, is the fourth generation of his family to reside and serve in the Winter Park and Orlando communities. The city of Winter Park still enjoys the beautiful fountain donated by Mr. McKee’s grandfather to honor those who served in the armed forces. It provides a reminder and testament to the spirit of building things that last.
Our firm recognizes that the best things in life are often free, and gaining confidence over your finances is priceless. For those with intangibles at the top of their bucket list, money management is usually the means to an end. Their true intent is to attain the best options that money can provide. Whether the goal is taking care of our loved ones, gifting, or allowing ourselves a deserved indulgence, the family financial plan is at the heart of most responsible decisions.
Kent McKee has maintained our financial planning practice for over 25 years in the Orlando and Winter Park communities. We provide strategic money management and customized solutions for each client. We develop personal relationships with the extended families of our clients and provide opportunities for ongoing education about their plan. 4th Generation Financial offers top-rated, comprehensive resources resulting from long-standing affiliations within the industry.
The foundation of our clients’ success is quality decisions based on a long-term perspective, and core values that bring stability to today’s volatile economy. All investors have unique experiences which color their investment style. Our clients are encouraged to share their stories and concerns with wealth management, which become the foundation of their own financial plan.
Kent McKee, CFP®, CRPS®
Wealth Manager
Early in life, Kent McKee knew he would pursue a career in financial services. Investment classes in college reinforced his early insight. As Kent mastered the concepts of investing, he recognized that informed simplicity was at the core of every wise decision. He made this principal the foundation of his advisory practice, which he has been managing for close to two decades.
In addition to his degree in Finance, Kent earned his CFP® (Certified Financial Planner) designation and appreciates its accountability to the highest level of ethics in the financial industry. His advisory approach combines sound principles of long-term investing with competent knowledge of the economic markets. This insight, coupled with his Certified Financial Planner designation, enables him to customize every plan for each client. Kent’s goal is for every family to rest assured that their interests are secure, well-managed, and aligned with their goals.
Kent resides in Orlando with his wife, Maralee, and two children, Marc and Corbett. Away from the office Kent enjoys trout fishing, reading, and attending cultural events around town.
Phone: 407-677-7107 ext. 103
E-mail: kentmckee@4thgenfinancial.com
Nancy May
Director of Client Relations
Nancy May has been the firm’s Director of Client Relations since 2007. She manages the day-to-day operations of the office and is instrumental in helping to make clients feel welcomed, informed, and valued. Her love is client satisfaction, which she develops through fast and knowledgeable responses, authentic concern, her friendly smile, and the fabulous client events she plans.
Outside of the office, Nancy’s heart is 100 percent to her family. She lives in Winter Springs, FL, with her husband, Stephen, and their two boys, Joshua and Daniel. Nancy is active at her church, First Baptist Orlando, and volunteers in the music ministry, singing loudly and proudly (but always in tune!) on the worship team. Her range is phenomenal, and if we can convince her, we’re sure you’ll be able to watch her on an upcoming season of The Voice. If she enters, we’re pretty certain she’d win!
Phone: 407-677-7107 ext 101
E-mail: nancymay@4thgenfinancial.com
Our Philosophy
We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals, and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate, and social security laws in order to provide you with the best financial advice for your particular situation.
Working with Us
What to Expect — Communications and Client Support
Because we anticipate your complex needs, frequent communication is a fundamental expectation.
Quarterly reviews available
Telephone and email support
Secure online statements
Valuable advice and education delivered to your email inbox
24/7 online account access
Invitations to exclusive VIP client events