Kayelani McVey

Kayelani McVey has been serving the financial needs of professionals and their families since 2017. She strives to develop long-term relationships with her clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation. As your financial advisor, Kayelani takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, she works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.

Kayelani works diligently to help you develop both your personal financial plan and a detailed investment strategy. Kayelani’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.

Prior to joining Raymond James in 2025, Kayelani worked for Morgan Stanley for eight years. When Kayelani is not in the office, you can most often find her with family and/or friends exploring the outdoors, going to movies, enjoying museums and parks or traveling the country.