James McKee began his financial services career in 2004 with one of the largest international life and annuity firms, where he specialized in setting the foundation for his clients with a suite of risk management of protection products (life and disability insurance) by helping families and businesses alike.

Later he gained experience as a branch manager for almost a decade with a large broker/dealer where he focused on building portfolios for clients and recruiting other associates that he trained to develop them into producers.

His experience gained through working with clients and training advisers led him into leaving the broker/dealer arena to becoming a fully independent RIA because he believes that portfolios should be tailor-made for each client, without the limitations or restrictions imposed by large investment companies.

James is passionate about putting the client first, and building custom portfolios for each client based on their individual needs and goals, and as an independent firm McKee Wealth Management works for the client, and nobody else.