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Ed McClellan, Financial Advisor

FINANCIAL ADVISOR
Ed McClellan

CFP®, CEPA®, AAMS™
709 W Ellsworth Rd Ste 114, Ann Arbor, MI 48108opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Wealth Strategies

About Ed

My team is built to help individuals, families and business owners. We help our clients organize and plan for the many challenges of life transitions. The goal of our entire team is to help you achieve your big goals in life, and to create a retirement income strategy that is sustainable, aims toward a meaningful legacy, and is clear and actionable.

I am the veteran member of my team in Ann Arbor. I earned my B.A. from Western Michigan University and my M.B.A. from the Ross School of Business at University of Michigan. I hold the CERTIFIED FINANCIAL PLANNER™ certification and...

Work History

  • Edward JonesJuly 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Michigan-Ann ArborMaster of Business Admin
  • Western Michigan UniversityBachelor of Science

Team Members

  • Kalee Murphy
    Associate Financial Advisor
    AAMS™
  • Renee Keister
    Sr. Branch Office Administrator
  • Shelby Griffith
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(734) 995-3306

Fax

(877) 479-4206

Office Address

709 W Ellsworth Rd Ste 114
Ann Arbor, MI 48108opens in a new window

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