Los Angeles, CA – Prominently featured in The Inner Circle, Kit Mac Nee is acknowledged as a Pinnacle Professional Member Inner Circle of Excellence for her contributions to Financial Planning and Community Leadership.
Kit Mac Nee has established herself as an esteemed financial executive and a trusted advisor in estate planning and financial management. Since 2013, Ms. Mac Nee has been a financial advisor at Morgan Stanley, where she has championed best practices, led educational initiatives in estate planning, and fostered collaboration among industry leaders.
Ms. Mac Nee’s commitment to financial excellence began with her tenure at Merrill Lynch Wealth Management, Bank of America Corporation, from 2005 to 2014, where she worked as a financial advisor. Earlier in her career, she served as the Director of Gift Planning at The Community Foundation Serving Riverside and San Bernardino Counties from 1999 to 2005. These roles have cemented her reputation as a dynamic leader in financial planning and estate management.
Ms. Mac Nee holds a Bachelor of Science degree in business, finance, and management, earned in 1982. She has also achieved numerous professional credentials, including Certified Financial Planner, Licensed Insurance Broker, Chartered Retirement Planning Counselor, and Certified Estate Planning and Giving Specialist.
In addition to her professional achievements, Ms. Mac Nee is deeply committed to community engagement. She is an active member of the Estate Planning Council of Riverside County and has served on the boards of Saint Barnabas Senior Services and Inland Empire Estate Planning. She is also a sustainer for the Junior League chapters of Saint Louis, Riverside, and Pasadena.
Looking ahead, Ms. Mac Nee aims to continue empowering her clients to achieve their long-term financial goals while strengthening her involvement in community and professional leadership initiatives.
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