Left to right: Kelly McLean Rindock, CFP, CLTC; Christy Lukity; Melissa Galm; James E. McLean, WMS
The McLean Team of Steel Valley Investment Group of Raymond James brings a multi-generational perspective to the ever-changing world of financial planning. The group was founded by industry veteran Jim McLean, Senior Vice President, Investments, and built on the values of honesty, integrity and trust. After more than three decades as a financial advisor, Jim still holds these values sacred and lets them be his guide in both his personal and professional life.
Kelly McLean Rindock, Jim’s daughter, was recently named Vice President, Wealth Management, Branch Manager at Steel Valley Investment Group. Highly educated and motivated, Kelly brings a new, multigenerational perspective to the team. Jim and Kelly collaborate to share their knowledge and capabilities, enabling them to provide clients with seamless financial programs designed to help them achieve their goals.
Their senior client service associate, Christy Lukity, and Financial Advisor, Melissa Galm, are committed to thoroughly addressing the needs and requests of the clients and support the team’s efforts. The group also intently listens to its client advisory board made up of ten well-respected individuals with a wide range of personal and professional experience.
The McLean Team is grounded in its founding values while consistently striving to meet the latest and most innovative ways to serve its clients.
3773 Corporate Pkwy. Suite 180, Center Valley | 610.709.9715 | mcleansteelvalley.com
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.
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