Russell McLean

Managing Principal, Fundamental Choice Portfolio Manager, CFP^®, CIMA ^®

Russell works closely with families and nonprofit organizations to develop and implement comprehensive wealth management plans. He is involved with the top-down planning for each client’s transition to the practice, and he is passionate about ensuring that their goals are reflected in their plans. As Managing Principal for the McLean Group, Russell provides guidance on business planning and investment strategy..

Russell has spent his entire career with Wells Fargo & Company and its predecessor firms, beginning as a Financial Advisor in 1996. From 2009 to 2024, he was a member of the firm’s Platinum Council. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Additional criteria, best practices, and team structure, may also be used to determine recipients.

Russell has earned the designations of CERTIFIED FINANCIAL PLANNER^TM practitioner and Certified Investment Management Analyst® 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). Russell graduated from the University of Illinois, Urbana-Champaign with a B.S. in finance.

CA Insurance License #0C52734. Resident State TN