Jonathan Mclean

Jonathan Mclean is a seasoned financial professional currently serving as the Vice President and Financial Advisor for the Glendale Group at Morgan Stanley since 2003. With nearly 20 years of experience in financial advising, Jonathan is a CERTIFIED FINANCIAL PLANNER™ and holds additional designations as a Chartered Retirement Plan Specialist and Accredited Domestic Partner’s Advisor. They are dedicated to crafting comprehensive financial plans that align with clients' life goals, blending personalized investment strategies with extensive client education. Prior to their role at Morgan Stanley, Jonathan worked as a Financial Advisor at Prudential Securities from 1999 to 2003 and earned an MBA from the University of Vermont. They also hold a Master’s degree in Teaching English as a Second or Foreign Language from Saint Michael's College.