WELLS FARGO ADVISORS FINANCIAL NETWORK - Key Persons
Job Titles:
- Senior Vice President, CIMA®, CPWA®
Aaron is the primary point of contact for many clients and works closely to build, implement and meet to review their individualized plans. He is passionate about understanding all of the factors affecting the financial well-being of his clients and works to help ensure their plans keep pace with major life decisions and milestones. Aaron also supports the team in business strategy and investment analysis.
Prior to joining Wells Fargo Advisors in 2016, Aaron was Vice President of Intermediary Distribution at Manning & Napier Investor Services, and he has been a Registered Representative since 2001. Aaron is a Certified Investment Management Analyst® designee in conjunction with the Wharton School of the University of Pennsylvania and a Certified Private Wealth Advisor® in association with the University of Chicago Booth School of Business. He earned a B.A. in economics from the University of Illinois, Urbana-Champaign.
Aaron and his wife, Raegan, live in the western suburbs of Chicago with their sons, Cole and Chase. He is very involved in his community and enjoys golfing, reading, and coaching his son's baseball team in his spare time.
Brian Bash was brought on in December of 2018, after spending 2 years with Merrill where he became a Registered Representative and specialized in Deceased Wealth Transition and Client Services. He has over 15 years of experience in customer service as well as operational management. He currently assists with client communications, operations, and technology. Brian is a graduate of Northern Illinois University.
Job Titles:
- Senior Registered Account Administrator
Michelle Wohler joined the McLean Wealth Management Group in 1996 and has more than 32 years of administrative experience. She is responsible for the team's operational management. Michelle's knowledge of the investment planning process, as well as operational functions, has made her a valued resource for clients. She has been awarded as a Premier Client Associate from 2012-2014. The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values. Michelle is also a member of the Wells Fargo Advisors Ambassador Program and is a member of the Client Associate Advisory Councils. Michelle holds the Series 7 and 63 registrations. Michelle is a graduate of the College of DuPage.
Job Titles:
- Registered Account Administrator
Job Titles:
- Managing Principal, Fundamental Choice Portfolio Manager, CFP®, CIMA ®
Russell McLean has spent his entire career with Wells Fargo Advisors Financial Network and its predecessor firms. He began his current position as Financial Advisor in 1996 and has continued to offer his experience to clients of The McLean Wealth Management Group. Russell was named by Barron's as a top 1,200 State by State Advisor from 2015 to 2021 and a Top 100 Independent Advisor for 2021*. He has also been recognized as a Forbes Best-in-State Financial Advisor 2021-2022**.
Russell is a 2009-2022 member of the Premier Advisor Program. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and a Certified Investment Management Analyst® (CIMA®)designee in conjunction with the Wharton School of the University of Pennsylvania. He is a member of the Financial Management Association and the Investments & Wealth Institute [formerly The Investment Management Consultants Association (IMCA)].
Job Titles:
- Senior Vice President, CFP®