MARY MAC NEE
Morgan Stanley
As a Certified Exit Planning Advisor (CEPA®), Mary Mac Nee is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Mary Mac Nee - - Morgan Stanley - Los Angeles, California, city=Los Angeles, display_country=United States, hs_object_source_detail_1=Find A CEPA (April 2025) , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=mary-mac nee, lname=Mac Nee, hs_object_source_id=enrollmentId:1651343309695;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20APRIL%202025/MAC%20NEE-KIT-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-APRIL.pdf, hs_createdate=1746191555233, cohortium_profile_title=Mary Mac Nee | Wealth Manager at Morgan Stanley | CEPA Connect Member, state=California, id=27242770064, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Mary Mac Nee, email=mary.mac.nee@morganstanley.com, cohortium_meta_description=Connect with Mary Mac Nee, a specialized Wealth Manager working with Morgan Stanley based in California., associated_contact_record_id=31906701, website=https://advisor.morganstanley.com/mary.mac.nee, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20APRIL%202025/9195_Mac%20Nee_CEPA-Certificate-2025-April.pdf, is_editable=editable, url_slug_2=mary-mac nee, impersonate_user_url=https://exit-planning-institute.org/member-detail/mary-mac nee?impersonation=true, full_name=Mary Mac Nee, hs_lastmodifieddate=1764932372351, phone=+16263791049, company_name=Morgan Stanley, name=Mary, hs_object_id=27242770064, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=90024, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Wealth Manager
- Website:
https://advisor.morganstanley.com/mary.mac.nee - Phone: +16263791049
- City: Los Angeles
- State: California
- Postal Code: 90024
- Country: United States
- Designations:
- Markets Served:
- Company Name: Morgan Stanley
