2018 NAPFA Fall Conference Speaker

Kelly McNerney, CFP® joined FJY Financial as an Associate Financial Advisor, and since then she has racked up an impressive string of accomplishments: she passed the CFP exam in March of 2016, completed the remainder of the requirements for the designation later that year, and was promoted to Financial Advisor in January 2018. Kelly excels at building strong client relationships, and as a Financial Advisor she is responsible for actively managing client portfolios, developing investment strategy decisions, and supervising Associate Advisors. She also manages FJY’s highly successful internship program and is responsible for recruiting, training, and mentoring two students every summer. As a member of FJY’s investment committee, Kelly performs research related to investment objectives and contributes towards the firm’s investment decision-making process and due diligence. Kelly is also a member of the firm’s Financial Planning Committee, a committee focused on furthering the knowledge of our Financial Advisors and staying abreast of the issues that our clients are currently facing.

Kelly is very active in the Greater Reston Chamber of Commerce as Secretary of the Young Professionals Committee, and just received their ACE award nomination for Young Professional of the Year. She has also been named to the FPA NCA Board of Directors for 2018, and is a key component of their local NexGen chapter.

A cum laude graduate of William Paterson University (WPU), Kelly was a student member of the Financial Planning Association and President of the William Paterson FPA Student Chapter. During her senior year, she was awarded a TD Ameritrade Institutional NextGen Scholarship, which allowed her to visit the New York Stock Exchange and ring the closing bell.