Kit Mac Nee, CRPC®, CFP®, CEPA®
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®,
Chartered Retirement Planning Counselor
Direct:
(310) 205-4946(310) 205-4946
My Mission Statement
Providing clients financial plans to improve their confidence in living the lives they envision.
Advice Matters
Planning starts with your "Why". I ask my clients to "paint me a picture" of the future to build a plan that is able to weather life's detours. That’s why Advice Matters. From personalized financial planning to offering a suite of investment options, cash management and lending, as well as online services—all supported by Morgan Stanley's insights, global scope and core values. I work hand-in-hand with you through life's—so you can meet these challenges and achieve your purpose.
Securities Agent: HI, DC, PA, NM, NE, MT, VI, UT, CA, OR, NV, ID, PR, MI, MD, LA, CT, CO, NJ, NC, KY, IL, SD, WA, VA, TN, NY, MN, DE, OH, MA, FL, KS, TX, OK, IN, IA, AZ, GA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 633395
CA Insurance License #: Insurance Lic. CA 0E87426
NMLS#: 633395
CA Insurance License #: Insurance Lic. CA 0E87426
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Family
My clients and I often talk about family, both theirs and mine. That’s why we’re working together and making plans, right? I raised three children, all now grown and leading fulfilling lives in different parts of the United States. I love traveling to visit my family, including trips to Detroit, my original hometown.
Family for me is bigger than the literal meaning, and that leads to a story about my name “Kit.” Before I was born, a friend of my parents was so influential in their lives that she became like family. Her name was Kit, and my parents wanted to honor her impact by endowing me with her name. Of course, my great-grandmother Mary deserved top billing. That’s how I became Mary “Kit” Mac Nee. And how I learned to value a broad definition of “family.”
I live in Santa Monica, California and travel throughout Southern California with my partner and the U.S. to support my clients as well as the community groups I work with.
CRC 1961945
Family for me is bigger than the literal meaning, and that leads to a story about my name “Kit.” Before I was born, a friend of my parents was so influential in their lives that she became like family. Her name was Kit, and my parents wanted to honor her impact by endowing me with her name. Of course, my great-grandmother Mary deserved top billing. That’s how I became Mary “Kit” Mac Nee. And how I learned to value a broad definition of “family.”
I live in Santa Monica, California and travel throughout Southern California with my partner and the U.S. to support my clients as well as the community groups I work with.
CRC 1961945
Community Involvement
On my way to becoming a Certified Financial Planner™, I served a community foundation in Southern California as its Director of Gift Planning. I worked with donors and local charitable organizations to gain philanthropic assets that provide a legacy of financial resources. Today, I use my financial-planning proficiency to serve as volunteer, Board Member, and consultant to guide families and charities toward more secure financial futures.
Beverly Hills Estate Planning Council 2022 to present.
Riverside Estate Planning Council 2001 to 2025.
National Association of Estate Planners and Councils Board of Directors 2015 to 2021
National Association of Estate Planners and Councils Executive Committee 2021-2025
National Association of Estate Planners and Council's President 2024
Working with these Estate Planning Councils helps me continually sharpen my skills and provides me with opportunities to expand my network of allied professionals.
St. Barnabas Senior Services, Los Angeles Board of Directors 2016 to present.
Working to serve the most vulnerable older adults in Los Angeles, CA. We provide meals, social interaction, social services, and a community to help older adults Life Well, Age Well, Feel Well.
Junior League of St. Louis, Riverside, and Pasadena Sustainer 1991 to 2022.
The Junior League has prepared and trained me, over the past 25 years, to be a community leader in philanthropy.
Girl Scouts San Gorgonio Council Board of Directors 2008 to 2016.
I love this group, and served on the finance committee, helping the organization be more accountable with its funds. I’m also a founder of the group’s Alumni Association, a community of individuals that learns by example, building young women of “courage, confidence, and character” who will help change the world.
Beverly Hills Estate Planning Council 2022 to present.
Riverside Estate Planning Council 2001 to 2025.
National Association of Estate Planners and Councils Board of Directors 2015 to 2021
National Association of Estate Planners and Councils Executive Committee 2021-2025
National Association of Estate Planners and Council's President 2024
Working with these Estate Planning Councils helps me continually sharpen my skills and provides me with opportunities to expand my network of allied professionals.
St. Barnabas Senior Services, Los Angeles Board of Directors 2016 to present.
Working to serve the most vulnerable older adults in Los Angeles, CA. We provide meals, social interaction, social services, and a community to help older adults Life Well, Age Well, Feel Well.
Junior League of St. Louis, Riverside, and Pasadena Sustainer 1991 to 2022.
The Junior League has prepared and trained me, over the past 25 years, to be a community leader in philanthropy.
Girl Scouts San Gorgonio Council Board of Directors 2008 to 2016.
I love this group, and served on the finance committee, helping the organization be more accountable with its funds. I’m also a founder of the group’s Alumni Association, a community of individuals that learns by example, building young women of “courage, confidence, and character” who will help change the world.
Education
Education is critical to continuously expand my knowledge. Much of my time is spent in continuing education in my field or educating my clients on the diverse facets of financial planning.
- Advanced Management Program, University of California Riverside, Anderson Graduate School of Management 2002
- Certified Specialist in Planned Giving, California State University Long Beach, American Institute of Philanthropic Studies, 2001
- NASD 1983, 2005
- BSB Finance and Management, University of Minnesota Carlson School of Management
- CA Insurance License # 0E87426
- Series 7,66,31
- NMLS#633395
- Accredited Estate Planner designation
Financial Planning Process
Financial Planning is a joint effort with you and the Envision Legacy Group executing the strategies needed to achieve your financial success. Your plan will be a road map to achieve your goals including a successful retirement. Envision Legacy Group implements a six-step process in formulating your financial road map.
As in any journey, you will encounter detours along your route which need to be rerouted through and around. The Envision Legacy Group’s goal is to keep the focus on your financial success as you have defined it and make changes as needed. Over time and with constant communication, we will work towards achieving your goals as partners.
As in any journey, you will encounter detours along your route which need to be rerouted through and around. The Envision Legacy Group’s goal is to keep the focus on your financial success as you have defined it and make changes as needed. Over time and with constant communication, we will work towards achieving your goals as partners.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
529 Education Savings Plans
529 plans offer a flexible, tax-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.
529 Plan Options at Morgan Stanley
Investment Advisory
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platforms.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk PlatformLocation
9665 Wilshire Blvd
Ste 600
Beverly Hills, CA 90212
US
Direct:
(310) 205-4946(310) 205-4946
Fax:
(310) 597-4353(310) 597-4353
Wealth Management
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Kit Mac Nee today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
