4th Generation Financial Employee Directory

Financial ServicesFlorida, United States2-10 Employees

4th Generation Financial is a financial services office based in Winter Park, Florida, offering guidance tied to long-term planning and core values aimed at helping clients reach financial goals. Led by Kent W. McKee, a CFP® with over two decades of experience, the practice emphasizes personalized planning that accounts for each investor’s unique experiences and concerns as the foundation for tailored financial plans. The firm focuses on retirement income planning, asset allocation, and estate planning, with securities and advisory services provided through Raymond James affiliates and partnerships noted as independent of those entities. The company operates within the broader financial services industry and positions itself as a trusted, ethics-driven option in today’s volatile economy, serving individuals seeking stability and structured guidance for retirement and asset management. Recent developments in the Raymond James ecosystem, including leadership changes and technology initiatives, are part of the broader context for the firm’s platform and resources.

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