Spencer focuses on generating new planning ideas that best serve the client. He joined Waldron in the summer of 2022, right after graduating from Saint Vincent College with a degree in Finance and Mathematics. At Waldron, Spencer works on various tasks in the Planning Department that directly support his team members in serving clients. He is mainly responsible for crafting client deliverables, creating financial projections, and researching the latest trends and strategies in financial services. Outside of the office, Spencer enjoys golfing and working on his car and is an avid fan of Pittsburgh professional sports teams. He resides in Pittsburgh.
Spencer Mckee
Planning Associate
Waldron Private Wealth
United States, Pennsylvania, Pittsburgh
About Me
Profile Information
Planning Associate
Waldron Private Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Pittsburgh
Pennsylvania
United States
May 23, 2025
More profiles to browse
Brent Meilinger
Investment Analyst
NC
Nick Colaizzi
Investment Strategist
Nathan Freshwater
Wealth Planning Analyst
Andrew Kuzemchak
Investment Associate
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
NC
Najib Canaan
Chief Executive Officer
Kingswood Group