Kelly McNerney, CFP®

Principal

Reston

Client Advisory

Biography

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.

 

Education

  • Bachelor's degree from William Paterson University (cum laude)

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Chair of the Young Professionals Committee in the Greater Reston Chamber of Commerce
  • Received the ACE award for Young Professional of the Year in 2021 from the Greater Reston Chamber of Commerce
  • Serves as the President-Elect to the FPA NCA Board of Directors
  • Received the Emerging Leader Award for FPA NCA in 2021 from the FPA NCA
  • Graduate from Leadership Fairfax’s Emerging Leaders Institute
  • Former student member of the Financial Planning Association at William Paterson University
  • Former President of the William Paterson FPA Student Chapter at William Paterson University
  • Awarded TD Ameritrade Institutional NextGen Scholarship at at William Paterson University

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.