Kelly BraitKelly Brait, CFP®Wealth Planning Specialist
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
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read Now
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
Your house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowPreserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowJ.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now