Decorative Tilda

A committed, caring and collaborative team here for you

Kelly McLean Rindock, CFP®, CLTC
Kelly McLean Rindock, CFP®, CLTC
Financial Advisor

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 currently volunteers for her alma mater, Moravian College, where she serves as a member of the executive committee for the Blue & Grey Club and as the assistant coach for the women’s basketball team. She recently finished her term as a member of a joint board of trustees, and is a past president of the Alumni Association board of directors.

Kelly is also a member of the board of directors for the Weller Health Education Center and is 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 Lower Macungie Township with her husband, Tyler, and sons, Kane and Mack. She enjoys golfing with the EWGA, traveling, and is active in the local running community.

Kelly was featured on the website of Moravian College, her alma mater.
Read story

Kelly’s coaching role on the Moravian College sports website
See website

To learn more about the organizations Kelly is a part of, please click on the following links:

Moravian College
Weller Health Education Center
American Lung Association of the Lehigh Valley
Leadership Lehigh Valley
Executive Women’s Golf Association (EWGA) of the Lehigh Valley

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.

3773 Corporate Parkway, Suite 180    |    Center Valley, PA 18034    |    Phone: 610.709.9715    |    TF 866.729.8768    |    F 610.709.9725    |    Map and Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.