McBee Advisors, Inc. | Investment and Financial Planning
Our Team
McBee Advisors, Inc., located in Bellevue, Washington, and Glendale, Arizona, operates as an independent Registered Investment Advisor. We specialize in holistic planning, which includes: investment management, financial planning, charitable giving, estate planning, and insurance planning. All while staying independent.
Seth D. McBee – Chief Executive Officer
Seth graduated from Seattle Pacific University with a degree in Business Administration with a Finance concentration and has been in the financial services industry for over 25 years. He began his investment consulting career with UBS|PaineWebber in Seattle and developed valuable financial planning expertise with an independent financial services firm in Bellevue, Washington. In 2013 Seth moved to Arizona to open an office in the Phoenix area. Seth served as President of McBee Advisors, Inc until May of 2016 when he left McBee Advisors to work with HBW Phoenix. Seth returned to McBee Advisors as Chief Executive Officer in June 2017. Seth currently resides in Glendale, AZ, with his wife Stacy and their sons, Caleb and Coleman, and their daughter, Madelynn.
Peggy Brown – Operations Manager
Before joining McBee Advisors, Inc., Peggy was employed in the banking and retail management fields. With over ten years of experience in branch banking, much of that time was spent auditing branch daily work to ensure accuracy and bank policy compliance. For more than five years, Peggy supervised tellers, customer service, and new account operations. Just before joining McBee Advisors, she managed a small retail store, with responsibilities that included staffing, inventory control, and profit margins.
Email: pbrown@mcbeeadvisors.com
Kelly White – Office Manager & Marketing Coordinator
Prior to joining McBee Advisors, Kelly built a diverse career spanning over 25 years in education, marketing, graphic design, project management, and nonprofit administration. She works closely with the advisory team to support daily operations, client communications, and marketing activities while helping ensure clients receive the personalized service that is central to the firm's values. Kelly is passionate about building strong relationships and creating positive experiences for clients and their families. When not at work, Kelly enjoys spending time with her children, supporting local performing arts programs, and volunteering in her community.
Email: kelly@mcbeeadvisors.com
Would you like to contact us? Feel free to send a message to any of the above email addresses or contact us by phone: Bellevue: (425) 467-6223 | Glendale: (623) 500-2385