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
- 2025 - now Founder and Lead Wealth Advisor | Altruist Wealth Management @
- 2021 - now Board Member @
- 2019 - 2024 Regional Director @
- 2016 - 2018 Senior Associate @
- 2013 - 2016 Associate Regional Director @
- 2011 - 2013 Financial Advisor @
- 2009 - 2010 Financial Advisor @
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 3 emails and 2 mobile phone numbers on RocketReach.
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