Advisors at this firm
Samuel M
Series 65
Annapolis, MD
Accordant Advisory Group, Inc.
Samuel Mc Kee is a financial advisor at Accordant Advisory Group, Inc. He holds a Series 65 designation and joined the firm in 2024. Prior to his current role, he worked in various positions outside the financial industry, including part-time bartender at City Tap House. Accordant Advisory Group serves individual and high-net-worth clients, pension plans, charitable organizations, and corporations by providing portfolio management and standalone financial planning. The firm uses a combination of fundamental and technical analysis within the Raymond James–sponsored Ambassador wrap-fee program, managing portfolios on both discretionary and non-discretionary bases.
David M
CFP®, Series 63, Series 65
Annapolis, MD
Accordant Advisory Group, Inc.
David Mckee is a CFP® professional with 31 years of industry experience, currently serving at Accordant Advisory Group, Inc. since 2001. He previously worked at Raymond James Financial Services, Inc. and has been involved with Mckee Holding Corporation. Outside of his advisory role, he is a trustee for a family trust and holds an officer position with Xanadu 1320 LLC. Accordant Advisory Group serves individual and high-net-worth clients, pension plans, charitable organizations, and corporations, providing portfolio management and financial planning. The firm employs both fundamental and technical analysis within the Raymond James–sponsored Ambassador wrap-fee program, managing accounts on discretionary and non-discretionary bases tailored to client objectives.
