Broker Check
Kevin W. McNally

Kevin W. McNally

Associate

Kevin W. McNally is an Associate with Beratung Advisors.  Kevin enjoys working with clients to build comprehensive personalized financial plans that help them pursue their financial goals.  Kevin joined Waddell & Reed as a Financial Advisor in 2016 and joined the Beratung Advisors team in 2019. 

Kevin focuses in the following financial planning areas:

Personal Financial Planning

  • Retirement Planning
  • Investment Planning
  • Education Planning
  • Budgeting and Debt Management
  • Insurance Planning
  • Estate Planning

Small Business Planning

  • Business Succession Planning
  • Business Retirement Planning
  • Business Insurance Planning

 

Kevin graduated from North Hills High School and holds a degree in Finance from Indiana University of Pennsylvania.  

Kevin was born and raised in the North Hills of Pittsburgh.  Kevin enjoys Pittsburgh sports, playing deck hockey, exercising, spending time with family at his camp in Canadohta Lake, PA , and completing do-it-yourself projects on his Ross Township home.

 

Waddell & Reed, Inc. is not affiliated with any other entities referenced herein.  06/19