Broker Check
Bret McLean

Bret McLean

Registered Representative

Bret is a financial representative who works to understand the needs and objectives of his clients to help them build a solid plan for the future. Bret began his career in 2002 and holds Series 6 and 63 licenses and insurance licenses for life, health, disability, and long-term care in Louisiana and Mississippi. Bret is also a Dave Ramsey Endorsed Local Provider, helping clients live debt-free and invest to reach their financial goals. Bret has extensive experience in developing customized strategies in wealth accumulation and retirement, as well as helping clients with tax considerations and risk management.

 Bret is a Registered Representative of Securities America, Inc. and holds Louisiana and Mississippi Life and Health Insurance licenses.