Kelly McNerney

Reston, VA

Verified Identity

Principal at

Cerity Partners

Years of Experience

10 years

Number of Clients

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

CFP®

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

Advisor Website

Disclosures and Proof of License

SEC Profile

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