Managing Principal, Fundamental Choice Portfolio Manager, CFP®, CIMA ®
Russell McLean has spent his entire career with Wells Fargo Advisors Financial Network and its predecessor firms. He began his current position as Financial Advisor in 1996 and has continued to offer his experience to clients of The McLean Wealth Management Group. Russell was named by Barron’s as a top 1,200 State by State Advisor from 2015 to 2021 and a Top 100 Independent Advisor for 2021*. He has also been recognized as a Forbes Best-in-State Financial Advisor 2021-2022**.
Russell is a 2009-2022 member of the Premier Advisor Program. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and a Certified Investment Management Analyst® (CIMA®)designee in conjunction with the Wharton School of the University of Pennsylvania. He is a member of the Financial Management Association and the Investments & Wealth Institute [formerly The Investment Management Consultants Association (IMCA)].
CA Insurance License #0C52734. Resident State TN
* The Barron’s Top 100 Independent Advisors and Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
** The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.