Advisor profile


My approach

Russell McLean - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Russell McLean - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • MBA
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Iowa State University, BS - Business Administration
  • University of Phoenix, MBA

Interests

  • I have two young children ages 9 and 8
  • I enjoy spending time at the Oregon coast
  • I've completed two full marathon races and four half marathons in the last few years
  • I enjoy playing tennis and golf and following football and hockey

Community participation

Oregon Food Bank

Habiat for Humanity

Awards & recognition

  • Five Star Wealth Manager, 2013