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McLaren Wealth Strategies Employee Directory

Financial ServicesMichigan, United States2-10 Employees

McLaren Wealth Strategies is a small financial services firm based in Ann Arbor, Michigan. A team of experienced financial advisors serves as planning partners, helping individuals navigate major life events and shifts in the economy through comprehensive wealth planning and management. The firm aims to craft financial plans that align with personal goals, provide for loved ones, and support the creation of a lasting legacy.

Securities are offered through Raymond James Financial Services, Inc., and investment advisory services through Raymond James Financial Services Advisors, Inc.; McLaren Wealth Strategies is not a registered broker/dealer and operates independently of Raymond James Financial Services.

Find McLaren Wealth Strategies employees' phone numbers or email addresses

McLaren Wealth Strategies Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

McLaren Wealth Strategies's Leadership

  • Stylized image of a person
    J. R.
    Financial Advisor & Branch Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. R.
    Relationship Manager & Branch Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. E.
    Investment Advisor
    Phone icon
    Mobile Phone

McLaren Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from McLaren Wealth Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. R.
    Financial Advisor & Branch Manager
    Phone icon
    Mobile Phone
    United StatesMichigan
    Apr 14, 2026
  • Stylized image of a person
    E. R.
    Relationship Manager & Branch Operations
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. C.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMichigan
    Jun 26, 2026
  • Stylized image of a person
    J. E.
    Investment Advisor
    Phone icon
    Mobile Phone
    United StatesMichigan
    Feb 19, 2026

Frequently Asked Questions

What is McLaren Wealth Strategies known for?

Minus sign iconPlus sign iconMcLaren Wealth Strategies operates in the Financial Services industry. The company's main headquarters is located in 315 East Eisenhower Parkway Ann Arbor, Michigan United States. Explore McLaren Wealth Strategies's company overview page for more information.

What is McLaren Wealth Strategies's most common email format?

Minus sign iconPlus sign iconMcLaren Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more McLaren Wealth Strategies email formats with LeadIQ.

How many employees does McLaren Wealth Strategies have currently?

Minus sign iconPlus sign iconMcLaren Wealth Strategies has approximately 5 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are McLaren Wealth Strategies's key employees and leadership?

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As of May 2026, McLaren Wealth Strategies's key employees include:

  • Financial Advisor & Branch Manager: J. R.
  • Relationship Manager & Branch Operations: E. R.
  • Financial Advisor: J. C.
  • Investment Advisor: J. E.

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