Gregory McLean is Vice President and Financial Consultant with RT Investment Services. He has been with the company since 2014. Greg is responsible for evaluating client needs and goals to develop customized, long-term strategies that aim to help build and protect their wealth.
Greg has worked in the financial services industry since 1997. Prior to joining RT Investment Services, Greg was a Regional Vice President with Advisors Asset Management. He also held positions at Merrill Lynch and Morgan Stanley Wealth Management as a financial advisor, and John Hancock Financial Services as a Senior Investment Specialist. Greg received a BA in Psychology from Saint Michael’s College. He holds FINRA Series 6, 7, 63 and 65 registrations with LPL Financial, as well as Massachusetts Life Insurance.
Greg is a member of Bellevue Golf Club in Melrose where he resides with his family and spends his personal time coaching youth hockey.