Decorative Tilda

A committed, caring and collaborative team here for you

James E. McLean, WMS
James E. McLean, WMS
Senior Vice President, Investments

Throughout his more than 32 years in the financial services industry, Jim has experienced virtually every market cycle and financial environment, greatly enhancing his ability to put short-term market volatility in perspective for his clients.

Helping people take control of their financial future is one of his most important priorities. Jim is one of Steel Valley Investment Group’s two team leaders – a responsibility that includes keeping his team focused on its main objectives of evaluating clients’ financial needs and providing sound financial guidance.

Jim is a member of the Raymond James Chairman’s Council, an honor awarded to a select few of the firm’s financial advisors who have demonstrated an unsurpassed commitment to personal service and professional integrity.*

Jim does not believe in a one-size-fits-all method of investing. Together with his daughter, Kelly, he focuses on tailoring long-term investment strategies to each client. “In my experience, I have learned that diversification and a long-term perspective are two key ingredients,” said Jim.

He mandates all members of his team to have extensive continuing education to help ensure that each client is receiving the best service available. To set the example, Jim obtained the designation of Wealth Management Specialist in 2009.

Jim is committed to serving his community, as well. In addition to being a Vietnam veteran, he has served as president of the Slatington Rotary Club and board president of Easton Salvation Army. Currently, he serves on the Da Vinci Science Center Board of Trustees, and is a member of its Leonardo Society. He and his wife, Irene, are avid supporters of the American Lung Association of Pennsylvania, the Lehigh Valley Center for Independent Living and the North Wales Area Library.

Originally from Bristolville, Ohio, Jim holds a degree in business administration from Ohio’s Ashland University. He and Irene currently reside in Center Valley, and Jim enjoys golf, reading and traveling with his family.

Article announcing Jim’s appointment to vice chair of the Da Vinci Science Center
See article

To learn more about the organizations Jim is a part of, please click on the following links:

Da Vinci Science Center
Leonardo Society
American Lung Association of Pennsylvania
Lehigh Valley Center for Independent Living
North Wales Area Library

*Chairman’s Club membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.

Diversification does not ensure a profit or protect against a loss. No investment strategy can guarantee success.

3773 Corporate Parkway, Suite 180    |    Center Valley, PA 18034    |    Phone: 610.709.9715    |    TF 866.729.8768    |    F 610.709.9725    |    Map and Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.