Brian Bash Email and Phone Number
The McLean Wealth Management Group is a team of Financial Advisors dedicated to identifying and implementing customized intelligent strategies to our clients’ needs. With many decades of combined experience, we are qualified to develop, implement and maintain prudent investment and wealth management plans. We serve individuals, businesses and nonprofit organizations in the following areas:• Investment planning• Asset management services• Investment management• Risk management• Estate strategies and trust solutions available through affiliates• Pension and endowment management• Employee and executive benefits• Access to lending services through our Wells Fargo AffiliatesWells Fargo Advisors Financial Network is not a legal or tax advisor.This information is intended for use by residents of AL, AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, and WI only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
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Operations ManagerThe Mclean Wealth Management Group Jun 2019 - PresentThe McLean Wealth Management Group is a team of Financial Advisors dedicated to identifying and implementing customized intelligent strategies to our clients’ needs. With many decades of combined experience, we are qualified to develop, implement and maintain prudent investment and wealthmanagement plans. We serve individuals, businesses and nonprofit organizations in thefollowing areas:• Investment planning• Asset management services• Investment management• Risk management• Estate strategies and trust solutions available through affiliates• Pension and endowment management• Employee and executive benefits• Access to lending services through our Wells Fargo Affilliates -
Registered Client AssociateWells Fargo Advisors Dec 2018 - Jun 2019St. Louis, Missouri, Us -
Relationship Consultant-Life Services TeamMerrill Edge Apr 2017 - Dec 2018Assist with Deceased Wealth Transition for our clients; working with their families, beneficiaries, heirs and executors to accomplish their financial goals.
Brian Bash Skills
Brian Bash Education Details
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Northern Illinois UniversityBiological Sciences
Frequently Asked Questions about Brian Bash
What company does Brian Bash work for?
Brian Bash works for The Mclean Wealth Management Group
What is Brian Bash's role at the current company?
Brian Bash's current role is Operations Manager at The McLean Wealth Management Group.
What schools did Brian Bash attend?
Brian Bash attended Northern Illinois University.
What skills is Brian Bash known for?
Brian Bash has skills like Management, Customer Service, Leadership, Finance, Time Management, Employee Training, Team Building, Microsoft Office, Cross Functional Team Leadership, Public Speaking, Process Improvement, Physical Security.
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