Kit Mac Nee Named 2026 Pinnacle Professional of the Year in Finance

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The Inner Circle has named Kit Mac Nee as a 2026 Pinnacle Professional of the Year in Finance for her work as a CERTIFIED FINANCIAL PLANNER™ and her commitment to financial excellence and community engagement. Mac Nee has over 20 years of experience in the financial industry, including roles at Morgan Stanley, Merrill Lynch, and The Community Foundation Serving Riverside and San Bernardino Counties.

Why it matters

This recognition highlights Mac Nee's expertise and leadership in the financial planning industry, as well as her dedication to serving her local community through various board and volunteer roles. Her achievements demonstrate the impact that financial professionals can have both professionally and philanthropically.

The details

As a financial advisor at Morgan Stanley since 2013, Mac Nee has championed best practices, given presentations on estate planning across the U.S., and fostered collaboration among industry leaders. Prior to that, she worked at Merrill Lynch Wealth Management, Bank of America Corporation, and as the Director of Gift Planning at The Community Foundation Serving Riverside and San Bernardino Counties. Mac Nee holds a Bachelor of Science degree in business, finance, and management, as well as multiple professional designations including CERTIFIED FINANCIAL PLANNER™, Licensed Insurance and Investment Advisor, Chartered Retirement Planning Counselor®, Accredited Estate Planner®, Certified Exit Planning Advisor®, and Certified Planned Giving Specialist.

• Mac Nee has been a financial advisor at Morgan Stanley since 2013.
• She worked at Merrill Lynch Wealth Management, Bank of America Corporation from 2005 to 2013.
• Mac Nee served as the Director of Gift Planning at The Community Foundation Serving Riverside and San Bernardino Counties from 1999 to 2005.