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. 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 in 2014. She also worked as an assistant coach for the women’s basketball team from 2013-2016.
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 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.
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:
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.