Inland Empire Resource Network Convening

Speaker: Kit Mac Nee, Envision Legacy Group, Financial Manager, Morgan Stanley

Kit Mac Nee, CFP® CEPA® QPFC®
Envision Legacy Group, Financial Advisor

 For Kit and her team, it is about more than just money. She joined Morgan Stanley as a Financial Advisor in 2013 and the Envision
Legacy Group in 2023 as their exclusive Certified Financial Planner (CFP®), while also holding specialized designations as a Certified Exit Planning Advisor (CEPA®) for business transitions and a Qualified Plan Financial Consultant (QPFC®) for corporate retirement structures. Prior to joining Morgan Stanley, Kit was with Merrill Lynch Wealth Management for nearly nine years. Envision Legacy’s goal is for our clients to be able to choose to work and walk through life with them navigating the complexities of life. Kit’s expertise is in managing assets for nonprofit organizations. The Envision Legacy Group is an eight-member team managing over $1.2 billion in assets.

On her way to becoming a CERTIFIED FINANCIAL PLANNER™, Kit served a community foundation in Southern California as its Director of Gift Planning. She worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of financial resources. Today, she uses her financial-planning proficiency to serve as a volunteer, Board Member, and consultant to guide families and charities toward more secure financial futures. As a volunteer and past president with NAEPC, Kit has spoken across the US from Fairbanks, AK to Pensacola, FL since 2014 on a variety of estate planning topics.

Kit raised three children, all now grown and leading fulfilling lives in different parts of the United States. She loves traveling, including trips to Detroit, her original hometown. She lives in Santa Monica, California. Her volunteer work continues with the National Association of Estate Planners and Councils as a past president, Empowering Ugandans, The Plato Society of Los Angeles, and St. Barnabas Senior Services. Kit is a graduate of the University of Minnesota, Carlson School of Management, earned the Certified Specialist in Planned Giving ® from California State University Long Beach, American Institute of Philanthropy in 2001, became a CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner® in 2013. During 2022 Kit received a new designation as a Qualified Plan Financial Consultant®. More recently, she received the designation of Certified Exit Planning
Advisor.