The McLean Team of Steel Valley Investment Group of Raymond James takes pride in treating clients like family because they are family founded. Jim McLean began the team in 1982, partnering with daughter Kelly McLean Rindock in 2007. Client service associate Christy Lukity joined in 2011 and the newest member, financial advisor Melissa Galm, came on board two years ago.
It’s a tight-knit group whose shared goal is delivering the highest level of financial guidance and personal, attentive service. They do this not with just investment advice, but with a 360-degree look at a client’s life, goals, desires and the beliefs that guide their financial choices. “Financial decisions cannot be made in a vacuum,” says Kelly. “They need context, clarity and long-term perspective from someone who understands your unique situation.”
Team McLean specializes in working with small business owners and those preparing to retire. No matter the financial situation, clients are always made to feel comfortably at home.
