KM
Kelly McNerney
Reston, VA
Verified Identity
Principal at
Cerity Partners
Years of Experience
10 years
Number of Clients
60
Average Client Size
$2,000,000
Member Since
2025
Allow Me to Introduce Myself
Kelly is a Principal in the Virginia office. She excels at building strong client relationships and is responsible for actively managing client portfolios, developing investment strategy decisions, and supervising Associates in the Virginia office.
Prior to joining Cerity Partners, Kelly served a...
Clientele
Business Owners
Corporate Executives
High Net Worth Individuals
Doctors
Businesswomen
Wealthy Families
Kelly works with High Net Worth individuals delivering comprehensive financial planning and coordinating day to day client needs.
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Financial Planning
Specialties and Expertise
Cash Flow Analysis
College Planning
Equity Compensation
High Net Worth Planning
Philanthropic Planning and Giving
Portfolio Construction
Retirement Income
Tax Minimization Inv...
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Flat FeeAUM
Education
Willam Patterson University of New Jersey
Bachelor's Degree, Financial Planning
Obtained in 2014
Advisor Links
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: June 25, 2025