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Michael McNally, CFP®, CMFC®

Michael McNally, CFP®, CMFC®

Financial Advisor

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Michael J. McNally brings 20 years of experience in the industry to his clients at Waddell & Reed where he has been a Financial Advisor since 1997. He focuses on Financial Planning, Asset Management, and Risk Management. In his time in financial services he has held roles as District Manager, Managing Principal, and Complex Manager.

Michael is a graduate of Western Illinois University and has earned the Certified Financial Planner™ mark and Chartered Mutual Fund Counselor (CFMC) designation. He is a 15-time qualifier for Waddell & Reed’s national Circle of Champions conference, which recognizes the top financial advisors affiliated with the company based on an analysis of investment, insurance and financial planning sales generated by the advisor. He has received the Crest Award seven times. The Crest Award recognizes performance excellence and is bestowed to the most productive financial advisors affiliated with the firm based on an analysis of investment, insurance and financial planning sales.

Michael lives in Lemont, IL with his wife Mary and two children Emma and Zach. When he’s not at work he enjoys golfing, fishing, and spending time with his family.

At Waddell & Reed we spend our days focused on the ‘what if’ scenarios of the lives for our clients. Here are some ‘what if’ scenarios of our own:

What if you could only give one piece of financial advice? What would it be?

Pay yourself first each month.

What if you had the day off to do anything you wanted? What would you do?

Any outdoor activity with the family

What if you had the job you wanted when you were 5 years old? What would you be doing?

Chicago Police Officer

What if you had to describe yourself in three words?

Trustworthy, reliable, dedicated.

 

02/18