Brianna McClain
- Role
- Partner at Grey Duck Wealth Management
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Brianna McClain
Brianna is the owner and founder of Grey Duck Wealth Management, a firm dedicated to…
Experience
Partner
Apr 2022 — Present
Skills
- Tax Deferred Investment Planning
- Client Education
- Estate Planning Strategies
- Pension Distribution Planning
- Executive Benefits Planning
- Tax Efficient Investing Strategies
- Annuity Services
- Insurance Planning, Strategies, and Service
- Long Term Care Planning Strategies
- Risk Management
- Estate Conservation Strategies
- Investment Planning
- Business Succession Planning and Strategies
- Financial Planning
- Investment Advisory Services
- Customer Service
- Retirement Planning
- Ira Distribution Planning
- Wealth Management
- 401k Distribution Planning
- Education Planning Strategies
- Investment Services
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