As a CERTIFIED FINANCIAL PLANNER™ practitioner, Kelly holds one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. She also holds a general securities representative license, an insurance license, and is certified in long-term care.
Kelly works primarily with her father, Jim McLean, and shares his vision of helping others take control of their finances and their futures. Together, they believe in learning each client’s individual needs and goals, and crafting strategies to address them. “We’ve learned how to ask the right questions and listen to what our clients really want to accomplish,” Kelly said.
Kelly holds a Bachelor of Arts from Bethlehem’s Moravian College, and a Master of Education from Temple University in Philadelphia. She earned a Certificate in Financial Planning from Boston University in 2011 and the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner in 2012. Additionally she is a Leadership Lehigh Valley graduate.
Kelly has been a longtime volunteer for her alma mater, Moravian College, where she served as a member of the executive committee for the Blue & Grey Club from 2008 - 2018. She completed her term as a member of a joint board of trustees, and is a past president of the Alumni Association board of directors who she volunteered for from 2008 - 2014. She also worked as an assistant coach for the women’s basketball team from 2013-2016, and in 2018 they honored her with the Marsha Spirk award for service, commitment and dedication to the team.
Kelly is a current member of the WISE, Women in Science & Engineering netwrk for the Da Vinci Science Center.
In 2018; Kelly was named as Raymond James 40 under 40, a Forbes Next Gen Wealth Advisor and Working Mothers Magazine Top Wealth Advisor Moms. In addition she earned the distinction of President’s Club for the second year in a row.
Kelly is a past member of the board of directors for the Weller Health Education Center and has been actively involved with the American Lung Association of Pennsylvania. In 2009, the Lehigh Valley Division of the ALA honored Kelly with its Mission Award and, in 2003, Kelly was named Community Volunteer of the Year by the Moravian College chapter of Omicron Delta Kappa, a national leadership honor society.
Kelly lives in Emmaus with her husband, Tyler, and sons, Kane and Mack. She enjoys golfing with the EWGA, traveling, and being active in the local community.
Kelly was featured on the website of Moravian College, her alma mater.
Kelly’s coaching role on the Moravian College sports website
To learn more about the organizations Kelly is a part of, please click on the following links:
Weller Health Education Center
American Lung Association of the Lehigh Valley
Leadership Lehigh Valley
Executive Women’s Golf Association (EWGA) of the Lehigh Valley
Da Vinci Science Center
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Raymond James & Associates, Inc. is not affiliated with the above independent organizations.