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Perfil
Mr. Tom McLean is Wealth Manager at Accredited Investors, Inc.
Prior to joining Accredited Investors in 2012, Mr. McLean was a Planning Specialist at United Capital Financial Advisers, a Graduate Assistant at Texas Tech University and a Financial Advisor at Chase Investment Services Corp and at Edward Jones.
Mr. McLean received his BS degree from Georgia Southern University and a Master's degree in Personal Financial Planning from Texas Tech University.
He is also a Certified Financial Planner.
Antiguos cargos conocidos de Tom McLean.
| Empresas | Cargo | Fin |
|---|---|---|
Accredited Investors, Inc.
 Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed. | Analyst-Equity | - |
Formación de Tom McLean.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
15
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Georgia Southern University
 Georgia Southern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Texas Tech University
 Texas Tech University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed. | Finance |
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