Kelly McCarthy Client Service Representative Mission Wealth

Kelly McCarthy

In by Mission Wealth

Kelly McCarthy Mission Wealth

Kelly McCarthy

Client Service Representative

Kelly McCarthy Mission Wealth

Kelly McCarthy

Client Service Representative

"The two most important days in life are the day you are born and the day you find out why." - Mark Twain

Role at Mission Wealth

As a Client Service Representative, Kelly works closely with her team of Client Advisors to prepare new account paperwork and perform ongoing account maintenance for clients.

Contact Information


Operations Team

Professional Background

With over 10 years in the financial industry, Kelly has a broad range of client service and investment operations experience. Prior to this, she worked in the pharmaceutical, non-profit, and consumer products arenas.

Kelly received a BS in Business Administration from the University of Wisconsin.

Personal Pursuits

Kelly grew up in northern Minnesota and currently lives in Scottsdale. She enjoys photography, hiking, sports, watching a good series or cooking show, and playing games with friends and family. She 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.

Kelly is a 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.

Meet More of Our Team