Kristi McNeilly

Client Success Manager

Kristi is a Senior Client Success Manager at Facet Wealth, and has over 20 years of experience in the financial services industry working with both individual and institutional investors at a regional broker-dealer. She has both her Series 7 and 63 licenses.

Education: University of Maryland, College Park (BA), University of Baltimore (MBA)

"Only you can control your future." -Dr. Seuss

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Get to know Kristi

Sunset on the Magothy

On top of the world

Skiing in Killington

Poe hanging out

Where's your favorite place in the world?

Banff Canada

What's the last book you read?

Educated by Tara Westover

What are you currently watching on Netflix?

Stranger Things

What's the best meal you've ever had?

Eating omakase at the sushi bar at Sushi Yasuda in NYC