Kelly McCarthy
Based in Scottsdale, Kelly brings deep client-service experience to coordinating account setup and ongoing administration, helping ensure client needs are addressed promptly and thoughtfully.
Ways to Connect
Kelly McCarthy is a Senior Client Service Representative at Mission Wealth and plays a vital role in providing exceptional service to clients. Working in close collaboration with a dedicated team of Wealth Advisors, Kelly’s responsibilities encompass various crucial tasks, including the preparation of new account paperwork and meticulous execution of ongoing account maintenance.
I love being part of a team that is passionate about helping clients achieve their financial goals and positively impacting their lives.
Professional Background
Kelly brings a solid decade of experience in the financial industry to her role as a Senior Client Service Representative at Mission Wealth. Her expansive background, spanning client service and investment operations, equips her with a rich skill set and profound industry knowledge. Before joining our team, Kelly honed her versatility across sectors, including pharmaceuticals, non-profit organizations, and consumer products.
Kelly received a Bachelor of Science in Business Administration from the University of Wisconsin.
Personal Pursuits
Kelly grew up in northern Minnesota and currently lives in Scottsdale, Arizona. She enjoys photography, hiking, sports, watching a good series or cooking show, and playing games with friends and family. Kelly loves a good hike with an audio book or podcast adventure along for the ride. A perfect weekend is spending time with her partner and dog Mickey, exploring the outdoors.
Community Impact
Kelly is an avid volunteer at Habitat for Humanity. She also embraces the idea of neighbors helping neighbors, connecting with and supporting those living next door and in our community.
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
Connect with us
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor