Senior Manager Of Advisory & Planning Private Client
Sep 2024 - Sep 2024
AeroLeads people directory · profile
Josh Mcclellan Email & Phone Number
People Leader & Fiduciary Financial Advisor- Empowering Financial Freedom for All
1 work email found
@fisherinvestments.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Role
People Leader & Fiduciary Financial Advisor- Empowering Financial Freedom for All
Location
Portland, Oregon Metropolitan Area, United States
Who is Josh Mcclellan? Overview
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Quick answer
Josh Mcclellan is listed as People Leader & Fiduciary Financial Advisor- Empowering Financial Freedom for All based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for Josh Mcclellan.
Josh Mcclellan previously worked as Senior Manager of Advisory & Planning Private Client at Empower and Senior Manager of Advisory & Planning Wealth Management at Empower. Josh Mcclellan holds Bachelor Of Business Administration (B.B.A.), Accounting And Finance from University Of Missouri-Columbia.
Company email context
Email format at fisherinvestments.com
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jmcclellan@fisherinvestments.com
76% confidence
AeroLeads found 1 current-domain work email signal for Josh Mcclellan. Compare company email patterns before reaching out.
Profile bio
About Josh Mcclellan
I strive everyday to make an impact on the financial lives of my family, friends, clients, and now the investors that work with my team of Financial Advisors at Empower Personal Wealth.We are building a brighter future for hard working, deserving people across the country by focusing on individual goals, financial wellness and robust planning.Excited to take on the new challenge of being a manager, mentor and advocate for an incredibly talented team of advisors. Interested in becoming a part of the team or learning more about what we do for our clients? Send me a message!
Listed skills include Corporate Finance, Microsoft Office, Leadership, Ability To Make Decisions And Solve Problems, and 32 others.
7 roles · 16 years
Josh Mcclellan work experience
A career timeline built from the work history available for this profile.
Senior Manager Of Advisory & Planning Wealth Management
Managing a team of wonderful Financial Advisors in our Wealth Management space
Sep 2023 - Sep 2024
Jan 2023 - Sep 2023
Financial Advisor
Oct 2021 - Jan 2023
Investment Counselor
May 2018 - Aug 2021
Client Service Specialist
May 2017 - May 2018
Board Member, Co-Founder & Volunteer
2011 - 2017
~6 yrs
2 education records
Josh Mcclellan education
Bachelor Of Business Administration (B.B.A.), Accounting And Finance
University Of Missouri-Columbia
International Business
Universitat D'Alacant
FAQ
Frequently asked questions about Josh Mcclellan
Quick answers generated from the profile data available on this page.
What is Josh Mcclellan's role at their current company?
Josh Mcclellan is listed as People Leader & Fiduciary Financial Advisor- Empowering Financial Freedom for All.
What is Josh Mcclellan's email address?
AeroLeads has found 1 work email signal at @fisherinvestments.com for Josh Mcclellan.
Where is Josh Mcclellan based?
Josh Mcclellan is based in Portland, Oregon Metropolitan Area, United States.
What companies has Josh Mcclellan worked for?
Josh Mcclellan has worked for Empower, Fisher Investments, and Solea Water.
How can I contact Josh Mcclellan?
You can use AeroLeads to view verified contact signals for Josh Mcclellan, including work email, phone, and LinkedIn data when available.
What schools did Josh Mcclellan attend?
Josh Mcclellan holds Bachelor Of Business Administration (B.B.A.), Accounting And Finance from University Of Missouri-Columbia.
What skills is Josh Mcclellan known for?
Josh Mcclellan is listed with skills including Corporate Finance, Microsoft Office, Leadership, Ability To Make Decisions And Solve Problems, Social Media Marketing, Financial Reporting, Marketing Strategy, and Financial Analysis.
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