Carson McLean Email & Phone Number
Founder and Lead Wealth Advisor | Altruist Wealth Management @ Altruist Wealth Management
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Carson McLean Location
- Charlotte, NC, US
Carson McLean Work
- Founder and Lead Wealth Advisor | Altruist Wealth Management @ (January 2025 - Present)
- Board Member @ (January 2021 - Present)
- Regional Director @ (January 2019 - December 2024)
- Senior Associate @ (August 2016 - December 2018)
- Associate Regional Director @ (January 2013 - August 2016)
- Financial Advisor @ (January 2011 - January 2013)
- Financial Advisor @ (May 2009 - October 2010)
Carson McLean Education
- Loyola University Chicago
Bachelor of Arts (BA)
- University of Wisconsin-Whitewater
Master of Business Administration (MBA)
- Detroit Catholic Central HS
Carson McLean Summary
- Carson McLean, based in Charlotte, NC, US, is currently a Founder and Lead Wealth Advisor | Altruist Wealth Management at Altruist Wealth Management. Carson McLean brings experience from previous roles at The SUDC Foundation, Dimensional Fund Advisors and Wells Fargo. Carson McLean holds a Bachelor of Arts (BA) @ Loyola University Chicago. Carson McLean has 2 emails and 2 mobile phone numbers on RocketReach.
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