Learn About Kelly McCarthy
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.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.