PROFESSIONAL PROFILE
Kit Mac Nee is a graduate of the University of Minnesota, Carlson School of Management with a B.S.B. in Finance and Management. She is an experienced financial advisor with Merrill Lynch, specializing in wealth transfer and retirement planning.
Kit’s philosophy is to take care of clients like family. She is an essential partner to individuals who want financial freedom and healthy retirement benefits as well as organizations who are working to achieve their dreams by maximizing their financial resources. Additionally, she teaches nonprofit organizations how to generate endowments and manage their immediate cash flow needs. As a Director of Planned Giving at The Community Foundation Serving Riverside and San Bernardino Counties, Kit helped a number of local nonprofit organizations build endowments including the Hemet Education Foundation, Junior League of Riverside, Riverside Public Library Foundation and Family Service Association of Western Riverside County.
She spent over six years as a gift planning executive with The Community Foundation Serving Riverside and San Bernardino Counties. Clients include nearly a dozen nonprofit organizations, retired educators, professional women and small business owners.
Kit has sat on the board of numerous charities,including:
•ARC ofRiverside, (2005 to present)
•San Gorgonio Girl Scout Council(2011)
•All Saints Carden Academy (2008-present)
•Carolyn E. Wylie Center, (2006 to 2011)
•Riverside Public Library Foundation, (2006 to p2008)•Riverside Arts Council (2007 to 2011)
•YMCA of Riverside County, (2003)•
Junior League of Riverside, (1997-2001)
Professional Organizations:
•Riverside Estate Planning Council
•Pomona Valley Estate Planning Council (2001-2009).
As a single mother of three, Kit has been actively involved in Riverside as a volunteer, Board Member, and professional for over 16 years.
At Merrill Lynch wealth management is an ongoing process, not a formula. Kit's mission is to assist clients in meeting their financial goals while taking into consideration their tax situation, risk tolerance and current circumstances. She combines a disciplined planning process, investing in globally balanced portfolios with institutional quality investment managers and customized solutions to maximize the achievement of their most important goals.
She takes clients through a process of assessing their needs and goals, developing a globally balanced portfolio using institutional quality investment managers, performing timely reviews to measure the success of their investment strategy against previously determined benchmarks, and then repeats this time tested process to determine any necessary changes.
Kit believes in utilizing all of the resources available from Merrill Lynch experts in research, estate planning, banking, investment, and retirement planning to create and implement strategies to help clients to their dreams. Kit understands the challenges women face in providing for their families now and providing for their own financial security. She spends much of her time educating independent women on the need for financial security and best practices.