The McKee Group

Merrill Lynch Wealth Management
45 William Street
Suite 100
Wellesley Hills, MA 02481
(781) 283-5663
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At The McKee Group, every member of the team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we place you, the client, at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.The team is located in both MA and FL.
The McKee Group
Merrill Lynch Wealth Management
Welcome

The McKee Group is a Wealth Management team with over 42 years of experience within Merrill Lynch Wealth Management. We work with a limited number of families, businesses, and non-profit organizations developing strategies for the creation, preservation, and transfer of wealth. Our goal is to leverage the vast resources of Merrill in guiding our clients through our disciplined Wealth Management Process while maintaining the intimacy and personal service of a boutique.

We utilize sophisticated modeling tools to create, quantify, and evaluate goals and objectives in the process of developing thoughtful financial strategies focusing on the areas of:

  • Wealth Management 
  • Retirement Income Planning
  • College Planning 
  • Wealth Preservation 
  • Tax Efficiency 
  • Risk Management
  • Liability Management

At the heart of the teams’ philosophy is a passion to build enduring client relationships through our commitment to providing the very best personal assistance to every aspect of our clients’ financial lives.

Recognition
The McKee Group
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Ralph Mckee,

CPFA™, CRPC™

Senior Vice President, Senior Financial Advisor
781.283.5631
Kate McKee,

CPWA®, CRPC™

Senior Financial Advisor
781.283.5663
Cornelius Mckee,

CPFA™, CRPC™

Vice President, Senior Financial Advisor
781.431.4033
Mary Sanchez
Financial Advisor
305.347.2545
Marijo Danis
Assistant Vice President, Wealth Management Associate
781.431.4027
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Keelan F King
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #482822
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
Alex Katznelson
Wealth Management Banking Specialist
Merrill
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About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.