MAI is excited to announce that Joe McLean, Chief Growth & Innovation Officer and Co-President of MAI Sports + Entertainment, has been recognized on the Investopedia 100 Top Financial Advisors ranking for 2023. The list celebrates advisors who are engaged in critical conversations regarding financial literacy, life-stage planning, and more. This year’s list specifically highlights advisors who provide unique value to specific industries.
The methodology behind the selection process includes honoring independent, U.S-based advisors who have risen to the top of the industry for their commitment to financial literacy and community support. The honorees’ social media reach and industry following is also considered.
We are pleased that our dedication to providing financial planning services to athletes and entertainers is recognized across the industry. Joe is committed to providing top-quality service to clients and impacting their lives in many different areas, especially when it comes to financial literacy.
MAI is beyond excited that Joe has been featured for his efforts in these areas and commends him for his top-tier contributions to the firm and his clients’ lives. We look forward to future recognition across the board for our excellent team of professionals.
View this year’s list here.
By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information.
In the case above, MAI responded to a survey from the sponsoring organization. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to Investopedia 100 to be included in their rankings or awards.
On July 11, 2023, Joe McLean ranked on the Investopedia 100 Top Financial Advisors of 2023 list. The information provided was based on data as of the applicated deadline of May 1, 2023. Investopedia 100 Top Financial Advisors of 2023 honors independent US-based financial advisors who have demonstrated top-of-the-industry skills in the following critical areas: reach, commitment to financial literacy, and community support. Investopedia checked each advisor CRD number for validity and each application for accuracy and quality. Final scores were tabulated according to weights designated for each of the criteria above. Investopedia receives no compensation from placing advisors on the list, nor does an advisor’s appearance on the list constitute an individual endorsement by Investopedia of such advisor.
