Adfi_logo

Kelly McNerney | Financial Advisor

Profile img for Kelly McNerney, financial advisor at Cerity Partners
Reston, VA
Kelly McNerney
Financial Advisor
Principal at
Cerity Partners

Verified Identity

Important Disclosures

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 as a Financial Advisor at FJY Financial. She initially joined FJY as an Associate Financial Advisor and served on both the firm’s Investment Committee and Financial Planning Committee. As a chair of FJY’s investment committee, Kelly performed research related to investment objectives and contributed towards the firm’s investment decision-making process and due diligence. Her role on the Financial Planning Committee focused on furthering the knowledge of the firm’s Financial Advisors and staying abreast of the issues that their clients were facing. Kelly also managed FJY’s internship program and was responsible for recruiting, training, and mentoring two students every summer. Kelly’s most recent accomplishment of graduating from Leadership Fairfax’s Emerging Leaders Institute, strengthened her as a professional and community leader by enhancing skills in project management, conflict resolution and negotiation, communications and public speaking, community engagement and more.
More

Specialties and Expertise

8
Cash Flow Analysis
College Planning
Equity Compensation
High Net Worth Planning
Philanthropic Planning and Giving
Portfolio Construction
Retirement Income
Tax Minimization Investment Strategies

Clientele

3
Business Owners
Corporate Executives
High Net Worth Individuals

Credentials and Designations

1
credentialsImg

Certified Financial Planner™

Education

1
Willam Patterson University of New JerseyBachelor's Degree, Financial PlanningYear Obtained: 2014
Quick Facts About Kelly
Years of Experience:10 yearsMember since:2025Average Account Size:$2,000,000Number of clients:60

Services Provided

How I help my clients

Investment Management

service_img
More

Tax Planning

service_img
More

Estate Planning Strategies

service_img
More

Financial Planning

service_img
More

Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
AdvisorFinder Disclosure
To maintain a verified listing on this Website, a financial firm or financial professional must pay a subscription fee to AdvisorFinder (please click here for details). AdvisorFinder is not a client of any firm or advisor listed on this Website (advisors are subject to this agreement). Fees are not specifically payable in consideration of any "endorsement". AdvisorFinder search results are conferred based on standardized and automated factors without regard to any financial firm compensation to AdvisorFinder. However, the compensation paid by a financial firm or financial professional to AdvisorFinder creates a material conflict of interest of which prospective clients of a financial firm should be aware.
Profile last updated: 05-06-2025