Andrea McClelland

Associate Wealth Advisor at Aegis Wealth - Bethesda, MD, US

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Yvonne Spencer

Client Relations Manager

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Andrea McClelland's Contact Details

Email (Verified)
***@aegiswealth.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
N/A

Location
Greenbelt,Maryland,United States

Company
Aegis Wealth

Andrea McClelland's Company Details

Aegis Wealth

Bethesda, MD, US • 10 - 19 Employees
Financial Services

Wealth management is a highly personal process and at Aegis Wealth we offer a tailored, holistic approach. A fee-only, independent firm, Aegis Wealth provides a fiduciary level of service from a multi-disciplinary team of wealth advisors few can match. Our perspective is long-term, often multi-generational and focused on aligning clients' financial decisions with their broader life goals. We coordinate all aspects of our clients' financial lives into an integrated plan that includes portfolio construction, income and estate tax planning as well as charitable planning. Our long-standing client relationships are built on trust and nourished by ongoing communication and hands-on guidance.

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Frequently Asked Questions about Andrea McClelland

Andrea McClelland currently works for Aegis Wealth.

Andrea McClelland's role at Aegis Wealth is Associate Wealth Advisor.

Andrea McClelland's email address is ***@aegiswealth.com. To view Andrea McClelland's full email address, please signup to ConnectPlex.

Andrea McClelland works in the Financial Services industry.

Andrea McClelland's colleagues at Aegis Wealth are Jean Hoff, Mike Treanor, Paul Meloan, Viveka Ryn, Rachel Kim, Yvonne Spencer and others.

Andrea McClelland's phone number is N/A