Matthew Mckay

Matthew Mckay Email and Phone Number

Lead Advisor and CCO @ McKay Wealth Management Group
Richmond, VA, US
Matthew Mckay's Location
Greater Richmond Region, United States
Matthew Mckay's Contact Details

Matthew Mckay work email

Matthew Mckay personal email

About Matthew Mckay

It’s a rewarding career when you go to work every day knowing you’re helping clients achieve their financial goals. I’m fortunate enough to have found my place in this world and pursued a practice that’s right for me. After twenty years in the financial industry, I have learned a lot about the ways of the market, financial planning and investment strategy. I learned what works well and what doesn't. I launched McKay Wealth Management Group in 2014 with the purpose of helping our clients improve their financial lives. McKay Wealth is different. We are committed to providing a welcoming environment for our clients through accessibility and transparent communication. We strive to understand the "why" behind their financial situations, and to thoughtfully address their unique circumstances. We are fiduciaries which means our clients' best interests are at the forefront of everything we do as a firm. We are dedicated to building lasting relationships based on trust, honesty and mutual respect.If you would like to find out more about McKay Wealth, give me a call at (804) 447-1708.

Matthew Mckay's Current Company Details
McKay Wealth Management Group

Mckay Wealth Management Group

View
Lead Advisor and CCO
Richmond, VA, US
Employees:
2
Matthew Mckay Work Experience Details
  • Mckay Wealth Management Group
    Lead Advisor And Cco
    Mckay Wealth Management Group
    Richmond, Va, Us
  • Mckay Wealth Management Group
    Lead Advisor & Cco
    Mckay Wealth Management Group Jan 2024 - Present
    Richmond, Virginia, United States
  • Mckay Wealth Management Group, Llc
    Managing Member & Cco
    Mckay Wealth Management Group, Llc Dec 2014 - Feb 2024
    Richmond, Va
  • Sterne Agee
    Financial Consultant
    Sterne Agee Dec 2011 - Jul 2014
    Richmond, Va
  • Anderson & Strudwick
    Financial Consultant, Awma
    Anderson & Strudwick Jan 2008 - Dec 2011
  • Morgan Stanley Investment Management
    Financial Advisor
    Morgan Stanley Investment Management Jan 2007 - Feb 2008
  • Pharmacy Career Consulting
    Vice President Of Recruiting
    Pharmacy Career Consulting Jan 2005 - Jan 2007
  • Wachovia Securities, Llc
    Brokerage Operations Specialist
    Wachovia Securities, Llc 2004 - 2006

Matthew Mckay Skills

Auditing Powerpoint Distribution Accounting Fixed Annuities Economics Efficient Fixed Income Yahoo Insurance Highly Analytical Data Management Cost Investments Deadline Driven Finance Oversight Wealth Management Equities Mutual Funds Client Accounts Microsoft Office Career Counseling Microsoft Word Investment Strategies Securities Stocks Microsoft Excel Reuters Customer Service Bookkeeping Vault Financial Transactions Software Lifecycle Pharmacy Registrations Science Marketing Strategy Brokers Thomsonone Recruiting Crm Series 7 Computer Proficiency Hospitals Aid

Matthew Mckay Education Details

Frequently Asked Questions about Matthew Mckay

What company does Matthew Mckay work for?

Matthew Mckay works for Mckay Wealth Management Group

What is Matthew Mckay's role at the current company?

Matthew Mckay's current role is Lead Advisor and CCO.

What is Matthew Mckay's email address?

Matthew Mckay's email address is ma****@****hoo.com

What schools did Matthew Mckay attend?

Matthew Mckay attended University Of Mary Washington, John Handley High School.

What are some of Matthew Mckay's interests?

Matthew Mckay has interest in Children, Politics, Education, Animal Welfare, Arts And Culture, Health.

What skills is Matthew Mckay known for?

Matthew Mckay has skills like Auditing, Powerpoint, Distribution, Accounting, Fixed Annuities, Economics, Efficient, Fixed Income, Yahoo, Insurance, Highly Analytical, Data Management.

Who are Matthew Mckay's colleagues?

Matthew Mckay's colleagues are Gigi Mckay.

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