Title: Financial Advisor
Company: Morgan Stanley
Location: Los Angeles, California, United States
Kit Mac Nee, Financial Advisor at Morgan Stanley, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in Finance.
Ms. Mac Nee has been an esteemed financial executive in the field for over 25 years. Since 2013, she has been with Morgan Stanley as a financial advisor, promoting best practices and education in estate planning, representing estate planners, engaging in national conferences and events, and fostering collaboration and networking opportunities with other industry leaders. Before her tenure at Morgan Stanley, Ms. Mac Nee excelled as a financial advisor at Merrill Lynch Wealth Management, Bank of America Corporation, from 2005 to 2014, and as the director of gift planning at The Community Foundation Serving Riverside and San Bernardino Counties between 1999 and 2005.
A graduate of the University of Minnesota, Ms. Mac Nee earned a Bachelor of Science in business, finance and management in 1982. Subsequently becoming highly qualified in her field, she garnered numerous professional credentials, including being a certified financial planner, licensed insurance broker, chartered retirement planning counselor, and certified estate planning and giving specialist. Besides her educational accomplishments, Ms. Mac Nee is active in her professional community as a member of the Estate Planning Council of San Gabriel Valley and the Estate Planning Council of Riverside County and, most notably, as the president of the National Association of Estate Planners and Councils. This leadership position has provided her with invaluable opportunities for growth and learning, and she is grateful to be able to influence industry standards and practices and expand her network.
Besides her work-related commitments, Ms. Mac Nee has been affiliated with several community initiatives. She has served on the board of Saint Barnabas Senior Services and Inland Empire Estate Planning and as a sustainer for the Junior League of Saint Louis, the Junior League of Riverside and the Junior League of Pasadena. She attributes much of her success to her spiritual life and emphasizes the importance of self-discipline. In the coming years, Ms. Mac Nee intends to remain active in her industry, assisting clients achieve their goals.
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