Mary McLean Email & Phone Number
Principal Advisor, Partner | MBA, CFP ®
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Mary McLean Location
- Elmhurst, IL, US
Mary McLean Work
- Principal Advisor, Partner | MBA, CFP ® @ Perennial Wealth Partners (June 2026 - Present)
- MBA, CFP ® | Partner @ Private Vista LLC (September 2004 - July 2026)
- Private Client Advisor @ (August 1981 - February 2004)
Mary McLean Education
- Northwestern University
Master Of Business Administration (Economics, Finance)
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Bachelor Of Business Administration (Marketing, Finance And Marketing, Finance)
Mary McLean Skills
- Banking
- Certified Financial Planner
- Divorce
- Equities
- Estate Planning
- Financial Analysis
- Investment Management
- Investment Strategies
- Investments
- Personal Financial Planning
- Portfolio Management
- Registered Investment Advisor
- Strategic Financial Planning
- Wealth
- Wealth Management
Mary McLean Summary
- Mary McLean, based in Elmhurst, IL, US, is currently a Principal Advisor, Partner | MBA, CFP ® at Perennial Wealth Partners. Mary McLean brings experience from previous roles at Private Vista LLC and JP Morgan Chase. Mary McLean holds a Master Of Business Administration in Economics, Finance @ Northwestern University. With a robust skill set that includes Banking, Certified Financial Planner, Divorce, Equities, Estate Planning and more.
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