J. Bryan McLean
Birmingham,AL
Summary
Astute professional in financial advising, known for high productivity and efficient task completion. Possess specialized skills in investment strategy, tax planning, and risk management. Excel in communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed client expectations consistently.
Overview
13
13
years of professional experience
Work History
Wealth Advisor
TIAA
Birmingham, Alabama
06.2011 - 06.2020
- Delivered personalized retirement planning advice, including pension analysis and 401(k) strategy optimization.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Conducted portfolio reviews with clients on a regular basis to ensure investments remain consistent with their objectives.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Facilitated meetings between clients and other professionals such as attorneys or accountants when necessary.
- Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
- Utilized financial planning software to create projections, scenarios, and plans tailored to individual client needs.
- Collaborated with colleagues across multiple departments to provide seamless service experience for clients.
Wealth Advisor
TIAA
Chapel Hill, North Carolina
06.2007 - 05.2011
- Delivered personalized retirement planning advice, including pension analysis and 401(k) strategy optimization.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Conducted portfolio reviews with clients on a regular basis to ensure investments remain consistent with their objectives.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Facilitated meetings between clients and other professionals such as attorneys or accountants when necessary.
- Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
- Utilized financial planning software to create projections, scenarios, and plans tailored to individual client needs.
- Collaborated with colleagues across multiple departments to provide seamless service experience for clients.
Education
Financial Planning -
Queens University
Charlotte, NC06-2004
Bachelor of Arts - Spanish
University of Georgia
Athens, GA06-1997
Skills
- Certified Financial Planner
- Ability to collaborate effectively with team members
- Ethical decision maker
- Active listener
Timeline
Wealth Advisor
TIAA
06.2011 - 06.2020
Wealth Advisor
TIAA
06.2007 - 05.2011
Financial Planning -
Queens University
Bachelor of Arts - Spanish
University of Georgia