4th Generation Financial Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Many people remember a time when financial advisors could be trusted to do the right thing. At 4th Generation Financial, that time is today. We are a financial services office committed to the virtues that help people reach their financial goals. The foundation of our clients’ financial independence is quality decisions based on a long-term perspective and core values that help bring stability to today’s volatile economy. Every investor has unique experiences which color his or her investment style, so our clients are encouraged to share their stories and concerns which become the foundation of their own financial plan.

Kent W. McKee has been meeting the needs of his clients for over 20 years. He graduated from the University of South Florida with a double major in Finance and Management. In 2001, he earned his CERTIFIED FINANCIAL PLANNER® (CFP®) designation, which can help you feel confident in his ethics and competency. His main desire for you is to be able to reach your financial goals before and after retirement.

TOP SERVICES
• Retirement Income Planning
• Asset Allocation
• Estate Planning

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 4th Generation Financial and Lakepark Wealth Group are not registered broker/dealers and are independent of Raymond James Financial Services.  Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Find 4th Generation Financial employees' phone numbers or email addresses

4th Generation Financial Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

4th Generation Financial's Leadership

  • Stylized image of a person
    K. W. M.
    Wealth Manager, Certified Financial Planner™
    Phone icon
  • Stylized image of a person
    K. M. C.
    Financial Advisor
    Phone icon

4th Generation Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from 4th Generation Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. W. M.
    Wealth Manager, Certified Financial Planner™
    Phone icon
    United StatesFlorida
    Nov 11, 2025
  • Stylized image of a person
    K. M. C.
    Financial Advisor
    Phone icon
    UNITED STATES
    May 27, 2025

Frequently Asked Questions

What is 4th Generation Financial known for?

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4th Generation Financial was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 1115 North Kentucky Avenue Winter Park, Florida 32789 United States; you can contact the main corporate office by phone at . Explore 4th Generation Financial's company overview page for more information.

What is 4th Generation Financial's most common email format?

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4th Generation Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 4th Generation Financial email formats with LeadIQ.

How many employees does 4th Generation Financial have currently?

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4th Generation Financial has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are 4th Generation Financial's key employees and leadership?

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As of February 2026, 4th Generation Financial's key employees include:

  • Wealth Manager, Certified Financial Planner™: K. W. M.
  • Financial Advisor: K. M. C.

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