“You can only become truly accomplished at something you love. Don’t make money your goal. Instead, pursue the things you love doing.” --Maya Angelou
Steve has a passion and enthusiasm for helping people. Aside from spending time with his family, he says nothing is more exciting, energizing and fulfilling. He loves the financial services industry and developing strong relationships with clients. He has a burning desire to talk with clients every day, to educate, inspire and ultimately help them by serving as a trusted counselor. He is continually striving to be better, doing what’s right and being unafraid to say, in the best interest of the client, what needs to be said.
Whether he is working with executives, business owners, individuals, or families – he is focused on empowering clients to achieve financial freedom -- so they can live their dreams and focus on what matters most to them in life. For almost four decades, Steve has been able to utilize his expertise and investment knowledge in financial services to help clients develop a realistic, comprehensive plan to work toward their financial goals. He is an Advisor that cares, can be trusted, and holds himself to a high standard.
Mr. McClelland crafts a plan for saving and investing to build wealth through holistic financial advice and a comprehensive strategy that includes your values, goals, and experiences with money. Rather than focusing on planning for individual life stages or using a product-based approach, Steve takes every aspect of your financial life into account. Services and specialties include: Financial Services, Retirement Strategies, Estate Overviews, Executive Benefits, Education Savings, Insurance & Annuities, Private Asset Management, Equity Investments, Fixed Income, and Wealth Management.
“An investment in knowledge pays the best interest.” --Benjamin Franklin
Steve strives to educate investors by providing valuable tools and resources to reinforce strategic financial options for the future. By holding himself to a fiduciary standard, Steve always puts his customers’ best interest first in helping them achieve their financial goals and to simplify the complicated world of investments and help clients preserve their hard-earned assets. For his clients, Steve prepares customized financial strategies at a level of detail – focusing on the biggest financial needs and priorities.
Steve’s education and experience are the cornerstones to his practical approach to offering financial services and products to clientele. He earned a B.A. in Business Administration from Georgia Southern University (GSU) and is an active alumnus and board member. To be regarded as Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) from the American College of Financial Services®, Steve delivers the highest levels of quality, respect, and influence in the financial services industry.
Steve has received several awards and recognition including NLC, MDRT, Centurion, Hall of Fame and Hallmark II which pay tribute to him as a top financial Advisor, with superior achievements in serving client needs and managing a successful practice. Steve is very proud to be a 35 year member of (NAIFA) National Association of Insurance and Financial Advisors®. He was honored to be the 127th President of the Association. Outside the office, Steve is an avid water skier and runner (where he has competed in 40 Peachtree Road Races).
Steve and his wife, Brenda, are long time residents of the Chastain Park, Ga area and are very active in their community. Steve is on the board of the Chastain Park Civic Association and you will often see Steve and Brenda running around the park. He enjoys concerts, sporting events and spending time entertaining friends and family.
Choose to work with Steve because of his expertise and specialization. He will sit down with you and talk about your hopes, dreams, and unspoken fears – to plan the next and best chapter of your life. To learn more about how he can serve you, call (404) 760-2349 or email to email@example.com.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.