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Joshua Slocum

AIF®, CFP®
McClellan Wealth Management
Birmingham, Alabama
Client advocates promoting the highest standards of ethics, education and professionalism.

Meet Joshua

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Introduction - Josh Slocum
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Why McClellan Wealth Management is Different - Josh Slocum
Video Transcripts

Prior to starting McClellan Wealth Management, Josh had the privileged opportunity to work for Merrill Lynch in the Birmingham office for almost nine years. After leaving Merrill he worked for a smaller boutique financial planning firm in Birmingham that was a great stepping-stone for launching his own independent practice. Josh resides in Birmingham with his wife and son where he is involved in the community doing philanthropic work for several…

Prior to starting McClellan Wealth Management, Josh had the privileged opportunity to work for Merrill Lynch in the Birmingham office for almost nine years. After leaving Merrill he worked for a smaller boutique financial planning firm in Birmingham that was a great stepping-stone for launching his own independent practice. Josh resides in Birmingham with his wife and son where he is involved in the community doing philanthropic work for several charities. Josh is dedicated to constantly learning in his career and values education greatly.

Educational Background

Graduate of the University of Alabama with a bachelors in Liberal Arts
CERTIFIED FINANCIAL PLANNER™ Certificant (CFP®)
Level II Candidate for the Chartered Financial Analyst designation (CFA)


Services offered

Investment management
Financial planning
Investment consulting
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Alternative investments
Personal lending
LGBT services
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
AIF® - Accredited Investment Fiduciary®

Memberships

CFA Institute - Chartered Financial Analyst Institute

Education

Bachelors
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