4TH GENERATION FINANCIAL LLC
WINTER PARK, FLORIDA

Fourth Generation Financial LLC is a distinguished full-service financial firm renowned for its commitment to the community-centered philosophy of service excellence. Founded by Kent McKee, who hails from the fourth generation of his family serving Winter Park and Orlando locales, the company embodies principles that transcend mere financial transactions, focusing on lasting impacts similar to the spirit symbolized by the fountain donated by Mr. McKee’s grandfather in honor of military servicemen. With over 22 years of dedicated practice in both Orlando and Winter Park, Fourth Generation Financial has established itself as a trusted advisor for strategic money management and personalized solutions tailored to each individual’s unique financial landscape. The firm emphasizes building strong personal relationships with clients and their extended families while offering continuous educational opportunities regarding financial planning. Fourth Generation Financial leverages its extensive industry connections to provide top-grade resources, supporting residents in Florida, Georgia, Kentucky, Maryland, Minnesota, North Carolina, New Jersey, New Mexico, and Texas. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor, while the firm remains independent of Cambridge. The company operates from its headquarters at 1115 N. Kentuck Avenue, Winter Park, FL 32789, reachable by phone at (407) 677-7107 or online at 4thgenerationfinancial.com. It was formally incorporated in Florida on May 2, 2011, under the filing number L11000051609 and maintains compliance with regulatory standards, as evidenced by its latest annual report filed on March 11, 2024 for the year ending that same year. Directed by Kent McKee, Fourth Generation Financial continues to be a pillar of financial integrity in the communities it serves.