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 a Financial Advisor in 1996, and has continued to offer his experience to the clients of The McLean Wealth Management Group. Russell was named by Barron's as a Top 1,200 Financial Advisor for 2011 through 2022 and a Top 100 Independent Advisor for 2021*. He has also been recognized as a Forbes Best-In-State Financial Advisor in 2021-2022** and was named one of the nation's 2014 Top 400 Financial Advisors by Financial Times***.
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, Financial Planners Association and the Investments & Wealth Institute [formerly The Investment Management Consultants Association (IMCA)].
CA Insurance License #OC52734. Resident State IL
* The Barron’s Top 100 Independent Advisors and Top 1,200 Advisors rankings are based on 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.
** The Forbes Best-In-State Wealth Advisor ranking algorithm is based on 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 ranking. Investment performance is not a criterion.
*** The Financial Times 400 Top Financial Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.