Kelly McLean Rindock,

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.

For 17 years, Kelly primarily worked with her father, Jim McLean, to share 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 was named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors.* 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.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
• Da Vinci Science Center

† The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an 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. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info.