Jeff McClean Email & Phone Number
Managing Partner @ Solidarity Capital
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Jeff McClean Location
- Lehi, UT, US
Jeff McClean Work
- Managing Partner @ (January 2023 - Present)
- CEO | Wealth Advisor | Co-Founder @ (October 2021 - Present)
- Wealth Advisor @ (July 2018 - October 2021)
- Senior Wealth Planning Strategist @ (November 2016 - June 2018)
- Tax and Estate Planning Attorney @ Fizer Beck Webster Bentley & Scroggins (August 2010 - November 2016)
- Fellow - Taxation Division @ (August 2009 - July 2010)
Jeff McClean Education
- The University of Texas School of Law
JD with honors
2006-2009 - Brigham Young University - Idaho
B.S. (Accounting)
2000-2006
Jeff McClean Skills
- Financial Planning
- Investments
- Estate Planning
- Asset Management
- Financial Education
- Succession Planning
- Wealth Transfer Strategies
- Wealth Planning Strategies
- Philanthropic Planning Strategies
- Business Succession Planning Strategies
- Closely Held Business Planning Strategies
- Charitable Gifting Strategies
Jeff McClean Summary
- Jeff McClean, based in Lehi, UT, US, is currently a Managing Partner at Solidarity Capital. Jeff McClean brings experience from previous roles at Solidarity Wealth, Wells Fargo Private Bank and Fizer Beck Webster Bentley & Scroggins. Jeff McClean holds a 2006 - 2009 JD with honors @ The University of Texas School of Law. With a robust skill set that includes Financial Planning, Investments, Estate Planning, Asset Management, Financial Education and more. Jeff McClean has 3 emails and 1 mobile phone numbers on RocketReach.
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