Marquis Who's Who Honors Kit Mac Nee with Inclusion in Who's Who in the World
Press Release June 23, 2026
Kit Mac Nee channels years of expertise into her work as a financial advisor with Morgan Stanley as well as her ongoing volunteerism with professional, local and international organizations.
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As she looks toward the future, Ms. Mac Nee aims to broaden the impact she has on clients' lives by helping them achieve their goals across generations

LOS ANGELES, CA, June 23, 2026 /24-7PressRelease/ -- Marquis Who's Who, the world's premier publisher of biographical profiles, is proud to honor Kit Mac Nee with inclusion in Who's Who in the World. An accomplished listee, Ms. Mac Nee celebrates many years' experience in her professional network and has been noted for achievements, leadership qualities, and the credentials and successes she has accrued in her field. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Ms. Mac Nee's distinguished career in financial services spans more than 25 years, marked by a progression through leadership roles and a commitment to advancing best practices within the industry. Since 2013, she has served as a financial advisor at Morgan Stanley in Los Angeles, where she leads efforts to promote education and collaboration in estate planning. In this capacity, Ms. Mac Nee represents the interests of estate planners and councils at national conferences and events, fostering professional networking and advocating for industry standards.

Before her tenure at Morgan Stanley, Ms. Mac Nee was a financial advisor with Merrill Lynch Wealth Management, Bank of America Corporation, in Riverside, California, from 2005 to 2013. During this period, she provided comprehensive financial guidance to clients, helping them navigate complex investment strategies and long-term planning objectives. Ms. Mac Nee's work was characterized by a client-centered approach and a dedication to ethical standards.

Between 1999 and 2005, Ms. Mac Nee held the position of director of gift planning at The Community Foundation Serving Riverside and San Bernardino Counties in Riverside. In this role, she developed philanthropic strategies for donors, managed planned giving programs and contributed to the foundation's mission of supporting community initiatives through effective charitable planning.

Ms. Mac Nee's educational background laid a strong foundation for her achievements in finance and estate planning. She earned a Bachelor of Science in business, finance and management from the Carlson School of Management at the University of Minnesota in 1982. She furthered her expertise with coursework in advanced management at the A. Gary Anderson Graduate School of Management at the University of California, Riverside, in 2002.

In addition to her formal education, Ms. Mac Nee's commitment to professional development is reflected in numerous credentials, including certified specialist in planned giving from the American Institute for Philanthropic Studies at California State University, Long Beach, nationwide mortgage licensing system certification, California insurance license from the California Department of Insurance, certified financial planner from the CFP Board, certified exit planning advisor, chartered retirement planning counselor and qualified plan financial consultant designations. These credentials have enabled Ms. Mac Nee to provide comprehensive advice across multiple facets of financial planning.

Ms. Mac Nee is deeply engaged in professional and civic activities. She has served on the Estate Planning Council of Riverside County since 2001 and is a board member for Plato Society of Los Angeles and Empowering Ugandans. She is also an active member of the National Association of Estate Planners & Councils and, in 2024, served as the president of the National Association of Estate Planners & Councils, a highlight of Ms. Mac Nee's professional journey that has allowed her to influence industry practices on a national scale, expand her professional network and contribute to the legacy of an esteemed organization. Among other current activities, she serves as a board member and fundraising chair for St. Barnabas Senior Services, contributing to initiatives that support senior citizens in her community. She is also affiliated with ProVisors and holds sustainer status with the Junior League chapters in St. Louis, Riverside and Pasadena.

Born in Detroit, Ms. Mac Nee draws inspiration from her diverse life experiences, including a significant period dedicated to raising her three children. She attributes her success to perseverance, self-discipline and a dedication to continuous improvement. She also values longevity and maintains that age should never be a barrier to pursuing new goals or advancing one's career.

As she looks toward the future, Ms. Mac Nee aims to broaden the impact she has on clients' lives by helping them achieve their goals across generations, from raising children through college to retirement planning and charitable giving. She is further committed to supporting others by connecting them with resources whenever possible and providing empathetic guidance without judgment. With no intention of retiring soon, Ms. Mac Nee continues to serve as an influential leader dedicated to advancing both her profession and community while inspiring others through resilience and lifelong learning.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. The suite of Marquis® publications, including Who's Who in America® and Who's Who in the World®, remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the globe. Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.

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