Kit Mac Nee: Honored as Pinnacle Professional Member for Excellence

Acknowledging Excellence in Financial Planning: The Recognition of Kit Mac Nee

In a notable accolade, Kit Mac Nee has been recognized as a Pinnacle Professional Member of the Inner Circle of Excellence. This acknowledgment reflects not only her remarkable contributions to the financial planning sector but also her dedicated service to community leadership.

Professional Journey in Financial Planning

Based in Los Angeles, Kit Mac Nee has established herself as a prominent financial advisor, currently affiliated with Morgan Stanley. Her impressive credentials include being a CERTIFIED FINANCIAL PLANNER™ and holding six different professional designations. Her journey in the financial sector began in 2005 at Merrill Lynch Wealth Management, where she significantly impacted clients with her expert financial guidance until 2013. Prior to that, Kit also served as the Director of Gift Planning for The Community Foundation Serving Riverside and San Bernardino Counties, which provided her with invaluable insights into estate management and financial advice.

Throughout her career, Mac Nee has actively engaged in promoting best practices in financial planning through various educational presentations and workshops across the United States. Her collaborative approach has not only enhanced her reputation but has also connected her with other industry leaders, fostering a culture of excellence in financial advisory services.

Commitment to Community Engagement

In addition to her professional achievements, Kit’s commitment to her community is commendable. She previously served as the president of the National Association of Estate Planners and Councils. Her involvement extends to numerous local and national organizations, including the Estate Planning Council of Riverside County and the Beverly Hills Estate Planning Council. Kit is deeply engaged in various boards, offering her expertise to organizations such as Saint Barnabas Senior Services and Empowering Ugandans.

Moreover, her philanthropic efforts are illustrated by her past board memberships, including the San Gorgonio Girl Scout Council and the Junior League of Riverside. These roles highlight her dedication to enhancing the lives of others through community service and leadership.

Educational Background and Professional Credentials

Kit Mac Nee’s academic background includes a Bachelor of Science degree in business finance and management. Her dedication to ongoing professional development is evident in her multiple certifications: CERTIFIED FINANCIAL PLANNER™, Licensed Insurance and Investment Advisor, Chartered Retirement Planning Counselor®, Accredited Estate Planner®, Certified Exit Planning Advisor®, and Certified Planned Giving Specialist. These qualifications exemplify her commitment to providing exceptional service and expert advice to her clients.

Vision for the Future

Looking ahead, Ms. Mac Nee aims to further empower her clients in achieving their long-term financial goals while simultaneously enhancing her involvement in community and professional leadership initiatives. Through her continued contributions, she seeks to inspire others in the financial sector while supporting impactful community programs.

In conclusion, Kit Mac Nee’s recent recognition as a Pinnacle Professional Member of the Inner Circle of Excellence serves as a testament to her unwavering dedication to financial excellence and her profound impact within her community. Her journey exemplifies the true spirit of leadership, commitment, and service that is inspiring to both her peers and her clients.

For further information or inquiries, you are encouraged to reach out to Katherine Green at 516-825-5634 or via email at [Email Redacted].