As your Edward Jones financial advisor, I believe it's most important for me to understand what financial goals are most important to you. I then use an investment strategy that's tailored specifically for you. My process includes coordinating closely with your CPA, estate attorneys and any other professionals or family members that factor into your financial decisions. I concentrate on helping individuals accumulate and manage wealth generally, but also work toward specific goals such as retirement spending, educational funding and legacy strategies.
My team includes myself and an extraordinary branch office administrator, Tammie De Los Santos. She has responsibility for all office operations including account maintenance, cash transactions and online client access. She's awesome at what she does and is always ready to help.
With over 20 years of experience as a financial advisor and after having lived through many financial cycles, I feel I bring a seasoned, thoughtful and common-sense approach to investing for clients. I received my designation as an Accredited Asset Management Specialist™ (AAMS®)*, adding to my concentrated educational background. I have been a member of Rotary International for 29 years and have served as president of my local club on several occasions for which I've earned the honor of Paul Harris fellow.
On a personal note, I enjoy spending time with my wife, Candace, and our two adult sons and their young families. I've had a lifetime love of horses and the western way of life and I follow that passion on my small ranch where I raise cattle, pecans and, of course, horses.
* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Office Address2602 N Main
Roswell, NM 88201 opens in a new window
Phone NumberJames G McClelland at (575) 627-2123
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More