Maria J. McKee

Maria J. McKee, CFP®, CDFA™

Financial Service Associate

Chief Compliance Officer social-linkedin-outline


Maria is a former branch chief in the Investment Management Division of the U.S. Securities and Exchange Commission (SEC). Having worked there for seven years, she gained extensive experience in evaluating advisors, examination procedures, Registered Investment Advisor operations and processes regarding investment suitability. Most recently, Maria worked as an Associate Advisor at a private wealth management firm in Purchase, NY. She earned an MBA in Finance from Pace University and a B.S. in Chemical Engineering from SUNY Buffalo. She has also completed the coursework for the Certified Financial Planner (CFP) certification and she is pursuing a Certified Divorce Financial Planning (CDFA) certificate as well. Maria enjoys giving back to the community by volunteering with the United Way, church boards, PTA Committees and The Girl Scouts. In her free time, she enjoys traveling and spending time with her husband and daughter.