Mckay Wealth Management
Our firm was built on the foundation of integrity, honesty and a commitment to our community and clients. We’re a multi-generational family business with over 100 years of experience in the industry. Our long-tenured team is dedicated to working with hardworking business owners and multi-generational families, just like us. We focus on personal wealth strategies including persevering assets in retirement and transitioning wealth through multi-generational and legacy planning. McKay Wealth Management | 901 Powell Ave SW Renton, WA 98057 Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0644976
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Verified contacts
5
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
145
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JR
Jason Richert
Financial Advisor Financial Planner · Finance & Accounting
EmailPhone - JS
Julia Shulikov
Client Service Associate · Customer/Client Service
EmailPhone - DK
Dona Katseyeanis
Operations Manager · Operations
EmailPhone - NO
Nathan Oconnor
Registered Representative · Sales & Business Development
EmailPhone - JM
Jeffrey McKay
Founder Managing Member · General Business & Management
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Mckay Wealth Management
5 distinct titles indexed · top 5 shown.
- 1client service associate
- 1financial advisor financial planner
- 1founder managing member
- 1operations manager
- 1registered representative
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