PROFESSIONAL CREDENTIALS OF:
C. DAVID MCKEE, CPA/PFS
Certified Public Accountant
Personal Financial Specialist
Licensed in:
North Carolina
Indiana
Kentucky
Virginia
Member:
American Institute of Certified Public Accountants:
* Private Companies Practice Section
* Tax Division
* Personal Financial Planning Division
* Management Consulting Service Division
* Information Technology Division
National Association of Certified Valuation Analysts
North Carolina Assn. of Certified Public Accountants
Indiana Association of Certified Public Accountants
Kentucky Society of Certified Public Accountants
Securities Licensed: Series 7 and Series 66
Registered and Investment Advisor Representative of Woodbury Financial Services, Member FINRA, SIPC, and Registered Investment Advisor
Virginia and North Carolina licensed life, health and long term care insurance broker
Specialization Accreditation:
Earned the PFS (Personal Financial Specialist) accreditation by the American Institute of CPA's. The PFS designation is offered exclusively to CPA's and requires proven practical experience in the various disciplines of personal financial planning and the successful completion of the PFS examination. David is one of only a few CPA/PFS in Wake county and one of only 3,000 nationwide.
Education:
B.S. Accounting, Indiana University, with distinction; national honors in business and accounting.
Completed intermediate and advanced levels of the American Institute of Certified Public Accountants national education program on taxation.
Awarded the AICPA Certificate of Educational Achievement in Tax Planning and Advising for the Closely Held Business.
Awarded the AICPA Certificate of Educational Achievement in Personal Financial Planning.
Awarded the AICPA Certificate of Education Achievement in Business Valuation.
Awarded the AICPA Certificate of Education Achievement in Advance Business Valuation.
Professional accomplishments include over 40 years experience in serving the financial, accounting and tax needs of individuals and closely held businesses.
Start-up of three very successful CPA practices.
Past President of the Winston-Salem, NC and the Owensboro, KY Estate Planning Councils.
Past President of the Winston-Salem, Stratford Kiwanis Club.
Charter President of the Lake County Rotary Club, Clarksville, VA.
Charter Vice-President and member of the Cary MacGregor Rotary Club, Cary, NC.
Current and prior CPA firm affiliations:
1989-current Founder: McKee CPA Office; Cary, NC
1978-1988 Daniel, McKee and Company, CPA’s; Charlotte and
Winston-Salem, NC
1973-1978 Riney, McKee and Company, CPA’s; Owensboro, KY
1967-1973 PriceWaterhouseCoopers; Louisville, KY
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