James Mclean

James Mclean Email and Phone Number

WMS & Senior Vice President, Investments at Raymond James @ Steel Valley Investment Group of Raymond James
st. petersburg, florida, united states
James Mclean's Location
Allentown, Pennsylvania, United States, United States
James Mclean's Contact Details

James Mclean work email

James Mclean personal email

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About James Mclean

Having worked in the Financial Service industry since 1983, Mr. McLean has extensive experience pertaining to market behaviors of short-term volatility. He has also put an emphasis on maintaining strong contact and relationships with his clients. In addition to stressing the need to maintain quality client interaction, he feels both himself and those he manages on his team need to strive for extensive continuing education because he does not “believe in a one-size-fits-all method of investing.” His goals, as well as his team at Steel Valley, are to do right by his clients and help other take control of their future.Specialties: Financial Advising, Wealth Management, PhilanthropyRaymond James financial advisors may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC

James Mclean's Current Company Details
Steel Valley Investment Group of Raymond James

Steel Valley Investment Group Of Raymond James

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WMS & Senior Vice President, Investments at Raymond James
st. petersburg, florida, united states
Website:
raymondjames.com
Employees:
12938
James Mclean Work Experience Details
  • Steel Valley Investment Group Of Raymond James
    Wms, Senior Vice President, Investments
    Steel Valley Investment Group Of Raymond James Jun 2007 - Present
    Team Leader with responsibilities that includes keeping his team focused on its main objectives of evaluating clients’ financial needs and advising them accordingly.
  • Janney Montgomery Scott
    First Vice President Of Investments
    Janney Montgomery Scott 1983 - Jun 2007

James Mclean Education Details

Frequently Asked Questions about James Mclean

What company does James Mclean work for?

James Mclean works for Steel Valley Investment Group Of Raymond James

What is James Mclean's role at the current company?

James Mclean's current role is WMS & Senior Vice President, Investments at Raymond James.

What is James Mclean's email address?

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What is James Mclean's direct phone number?

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What schools did James Mclean attend?

James Mclean attended Ashland University.

What are some of James Mclean's interests?

James Mclean has interest in Traveling With Family, Golfing, Finance, Reading.

Who are James Mclean's colleagues?

James Mclean's colleagues are Spencer Simon, Kristy Wade, Aams®, John Atkinson, Bill Olsen, Eryn Elliott, Rehan Salmani, David Kaplan.

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