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.
Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
Data provided by SHOOKTM Research, LLC as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 5,832 advisors considered, 1000 made the final list in 2018. For more information see www.SHOOKresearch.com.
1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances.
Data provided by SHOOKTM Research, LLC as of 10/2018. The Working Mother and SHOOK research ranking is based on an algorithm of qualitative and quantitative data. SHOOK Research considered wealth advisers who are mothers with at least one child living at home and under the age of 18 with a minimum 5 years of industry experience. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research LLC. Research Summary (as of 10/2018): From a total universe of 300,000 advisors, based on our thresholds we received 26,000 nominations, of which approximately 20% (5,200) were women and less than half (< 2,600) at the time were mothers with children under the age of 18 and living at home. A final list of the top 300 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.