Kelly BraitKelly Brait, CFP®
Wealth Planning Specialist

"Recognizing that each client has unique needs, I utilize an assessment process and invest time to uncover and understand specific requirements and objectives."

About Kelly

Kelly Brait is a Wealth Planning Specialist at J.P. Morgan Wealth Management.

As a member of The McPharlin Cooper Group, she delivers tailored and comprehensive financial plans for the benefit of high-net-worth individuals, business owners, C-suite executives, entrepreneurs and other successful professionals.

Recognizing that each client has unique needs, Kelly utilizes an assessment process and invests time to uncover and understand specific requirements and objectives. She integrates these inputs with the vast capabilities of the firm to create appropriate strategies that care for individualized liquidity needs, risk and return parameters and time horizons. Kelly synthesizes information and provides both up- and down-side considerations to help clients through the financial decision-making process. With an energetic passion for nurturing strong client relationships, she constructs each plan in a bespoke fashion.

Kelly attended Dartmouth University where she played varsity soccer and earned a B.A. in Economics. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is empowered to develop wealth management strategies that target short- and long-term goals.

Kelly spent one year in market research and consultancy before joining Merrill Lynch and the team in 2015. Together, they transitioned to J.P. Morgan in 2018 to bring direct access to investment solutions that cover a range of requirements including residential and commercial lending.

Committed to giving back, Kelly participated in a relief mission in Uganda to bring a joyful soccer experience to local youths. She continues to play recreationally several times a week. In her free time, Kelly enjoys traveling with family and friends and exploring all that Chicago has to offer.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Outlook

2025 Outlook update: How to parse policy uncertainty

March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
Markets

The bull side, the bear side and the reality

March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Real Estate

What to know about tax-aware borrowing

March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.