Gary McKinley, CEP®

McKinley & Associates
822 A1A North, Ste. 301
Ponte Vedra Beach, FL 32082
(904) 834-2579
Toll Free: (877) 771-6526
(904) 834-2585

gmckinley@mckinleyandassociates.com
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CEP® Date Awarded: 09-2006

Professional Bio

Gary L. McKinley, CEP®
President of McKinley & Associates, LLC, moved to Jacksonville, Florida, in 1978. He earned his B.A. and M.S. degrees from Jacksonville University. He has served the local community as both an educator and coach for 25 years at the high school and collegiate levels. He has also served the soccer community nationally and internationally as both an educator and coach, having been distinguished as a National Staff Coach for the United States Soccer Federation since 1998.

Gary is an Estate Planning, Protection, and Business Planning Specialist who started McKinley & Associates to ensure the continued quality of service and growth of resources available for present and future clients. As a specialist in risk management (wealth transfer, estate planning, advanced retirement, and business planning), Gary is responsible for managing the growth and resources of McKinley & Associates.

Active in the financial industry since 1998, Gary's commitment to listening to the needs and concerns of his clients has continued to earn the trust that is integral to the relationships between clients and his team. Gary is now partnered with Financial Resource Alliance, Capitas Financial Group, Estate Planning Concepts, and many of the top legal and accounting firms in North and Southeast Florida. Gary is a third time qualifier for the Million Dollar Round Table top 1% in the world.

Gary is respected for his volunteer and charity work with Coaches Honor, a ministry for the coaches of Northeast Florida. Gary is committed to helping the student athletes and future leaders of Northeast Florida as well as the Florida Youth Soccer Association, United States Youth Soccer Association, and United States Soccer Federation.

He continues to serve charities and foundations with his wife, Tracy; his children, Joseph, Kelly, and Katie; and the McKinley & Associates family. He continues to stay active on the local, state, regional, and national levels of the soccer community and other sports organizations and charities.
Trust is not simply given, but must be earned. At McKinley & Associates, we strive to develop relationships with our clients that are based on trust — a trust that is earned through professional service and performance for our clients.

Everyone Needs an Estate Plan

About Us

Established by Gary McKinley in 1997, McKinley and Associates, LLC is an Estate & General Planning firm based in Jacksonville, Florida. Founded upon commitment to build quality relationships with clients through professional service, McKinley and Associates, LLC specializes in wealth management and asset protection using life insurance and annuities, as well as estate and business planning strategies.

Using a team approach, headed by Gary McKinley, we provide our clients with an objective and holistic analysis of their personal situation that is tailored to help them grow and preserve their wealth. Our uncommon approach to wealth management provides our clients with not just one advisor, but a team of respected professionals. We are dedicated to serving the interests of our clients.

Our comprehensive array of integrated services, including Estate and Business Planning, Risk Management, Insurance, Scholarship and Charitable Services can help clients plan and manage their wealth. We can identify and maximize the range of solutions that are most appropriate to our clients’ needs, and if necessary, we will look to the other providers to meet their needs.

Our objective is simple: to improve our clients' economic position and maximize their future benefits by ensuring the highest quality of strategic planning available. By listening to the needs and concerns of our clients and remaining dedicated to serving their best interests, we are able to help our clients reach their financial destinations safely and securely.

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