Tackling the challenge of relocating

JUN 29, 2014
If anyone asked me four years ago, “Kelly, where do you see yourself after you graduate from William Paterson University?” my answer would be very far from the reality of where I am today. Today, I am an associate financial planner at FJY Financial in Reston, Va. Four years ago, I did not know that the financial planning industry existed, nor did I know that I was attending one of the top schools for it. It is clear that a lot has changed in the last four years, and these changes have brought me to where I am today. When I was offered the position at FJY Financial, a mix of emotions ran through my head. I knew this was the firm I wanted to begin my career with, but I was hesitant to leave my family and friends in New Jersey. I am extremely happy with the decision I made to relocate and begin working with the FJY team. During my first few days, I have spent a lot of time being trained on the different software FJY uses. I also have been building relationships with the other members of the team. I know that I have a lot to learn and there will be times when I feel overwhelmed with all the new information I am being taught, but I am very excited to undertake the journey and see my growth as an individual and as a FJY team member throughout the course of this year. Kelly McNerney is an associate financial planner at FJY Financial.

Latest News

WallStreetBets takes on the SEC — and makes a surprisingly sharp case
WallStreetBets takes on the SEC — and makes a surprisingly sharp case

The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.

Stratos Wealth Holdings closes 11 acquisitions in push for advisory scale
Stratos Wealth Holdings closes 11 acquisitions in push for advisory scale

RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.

Beyond wealth management: Why the future of advice is becoming more human
Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management

Shareholder sues FS KKR Capital board, alleges NAV and dividend cover-up
Shareholder sues FS KKR Capital board, alleges NAV and dividend cover-up

Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.

UBS loses $1.2 million arbitration claim linked to variable annuities and margin
UBS loses $1.2 million arbitration claim linked to variable annuities and margin

UBS has a history of costly litigation stemming from the sale of volatile investment products.

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management

SPONSORED Durability over scale: What actually defines a great advisory firm

Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline