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MassMutual financial professional.

William "Will" McKeeemail

Fifth Avenue Financial - San Francisco

One California Street Suite 200
San Francisco, CA 94111

  • Professional Story

    William McKee is an Associate who joined Lenox Advisors in 2023 in our San Francisco office. He is responsible for working with both corporate and high-net-worth individual clients of the firm. William offers an analysis of client's current financial situations, helps identify their financial goals and concerns, illustrates what is being done to reach those goals, identifies gaps, and if present, offers solutions to help fill them. 

    William attended Lehigh University, majoring in Economics, with a minor in Africana studies. During his time at Lehigh, William played Division-I lacrosse, won a Patriot League Championship and was a member of Phi Gamma Delta. Prior to joining Lenox, William worked as the Athletic Director and Physical Education teacher for 6 years at East Bay School for Boys. He also served as head coach for Skyline Lacrosse Club. In his free time, William enjoys building personal connections, playing golf, cycling, and watching the Golden State Warriors.  

    William holds his series 7 and 66 licenses.  

    Education

    Lehigh University (2013-2017)

    Hobbies

    Golf
    Hiking
    Cycling

    Affiliations & Memberships

    Alumni of Phi Gamma Delta
    Member of the Financial Industry Regulatory Authority, Inc. (FINRA)

    Community Involvement

    Project Open Hand

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Estate Planning
    • Financial Planning ®
    • Risk Management Strategies
    • Business Succession Planning
    • Retirement Strategies
    • Retirement Income Planning
    • Financial Education
    • Group Benefits
    • College Funding Strategies


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