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 to 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, where she volunteered from 2008 to 2014. She also worked as an assistant coach for the women’s basketball team from 2013 to 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 Women in Science & Engineering (WISE) Network for the Da Vinci Science Center.
In 2018, Kelly joined the Raymond James 40 Under 40 and Forbes America’s Top Next-Gen Wealth Advisor lists. Additionally, she earned the 2019 Forbes Best-In-State Next-Gen Wealth Advisors, 2021 Forbes Best-In-State Wealth Advisors, 2021 Forbes America’s Top Women Advisors, and 2022 Forbes Best-In-State Women Advisors titles. Working Mother magazine named Kelly Top Wealth Advisor Mom from 2018 to 2021 and she earned the distinction of Raymond James President’s Club* for the fifth 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 (ALA) 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 their sons, Kane and Mack. She enjoys golfing with the EWGA, traveling and being active in the local community.
For information about Kelly’s coaching role with Moravian College, click the link below.
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
- Da Vinci Science Center
* 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 four 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, 1,000 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 magazine 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.