Kit Mac Nee Recognized as Pinnacle Professional Member for Excellence in Financial Planning

Kit Mac Nee Acknowledged as a Pinnacle Professional Member

In an impressive recognition of her outstanding contributions to financial planning and community leadership, Kit Mac Nee is celebrated as a Pinnacle Professional Member of The Inner Circle of Excellence. This honor emphasizes her unwavering commitment and expertise in the realm of financial services, particularly in estate planning and financial management.

Since joining Morgan Stanley as a financial advisor in 2013, Kit Mac Nee has solidified her reputation as a trustworthy advisor, advocating best practices and delivering educational seminars focused on estate planning. Her efforts extend beyond individual client relationships; she consistently fosters collaboration among her peers within the finance industry, enhancing the overall quality of service available to clients.

Kit's journey in the finance sector spans several impressive roles, including her tenure at Merrill Lynch Wealth Management under Bank of America Corporation. From 2005 to 2014, she played a key role as a financial advisor, honing her skills and developing the knowledge that would become instrumental in her future successes. Earlier experiences, such as her position as the Director of Gift Planning at The Community Foundation Serving Riverside and San Bernardino Counties from 1999 to 2005, laid a strong foundation for her expertise and leadership in financial planning.

Arming herself with a Bachelor of Science degree focused on business, finance, and management, Kit Mac Nee has also earned multiple professional credentials, showcasing her dedication to the field. These include titles such as Certified Financial Planner™ (CFP), Licensed Insurance and Investment Advisor, and Accredited Estate Planner® (AEP). Her extensive training reflects a comprehensive understanding of the complex dynamics of financial management and culminates in her ability to serve clients effectively across various needs.

Beyond her professional excellence, Kit Mac Nee exhibits a profound commitment to community involvement. As an active member of the Estate Planning Council of Riverside County, she engages with key stakeholders in the financial sector to ensure best practices are upheld. Her contributions to the community extend further, as she has held positions on the boards of organizations such as Saint Barnabas Senior Services and the San Gorgonio Girl Scout Council. Moreover, her role as a sustainer for Junior League chapters in Saint Louis, Riverside, and Pasadena underscores her dedication to fostering positive change and supporting local initiatives.

Looking towards the future, Kit Mac Nee remains focused on empowering her clients to achieve their long-term financial aspirations. Her goal is not only to navigate them through their financial challenges but also to strengthen her involvement in initiatives that promote community and professional development. With her extensive knowledge and intrinsic motivation to help others, Kit continues to be a beacon of excellence in the financial planning profession.

Kit Mac Nee's standing as a Pinnacle Professional Member of The Inner Circle reinforces the importance of integrity and dedication in financial services. Her journey serves as an inspiration for aspiring financial advisors and a testament to what can be achieved with commitment and passion in one's work.