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Profile
Mr. Paul A. McClain is a Chief Investment Officer at Freedom Wealth Advisors LLC.
He has been serving the Lees Summit and surrounding communities for over 30 years and specialize in Professional Portfolio Management and Retirement Planning.
As an advisor, his goal is to work with each individual to find the investments that will help them reach their goals.
Mr. McClain was previously employed as a Vice President by Financial Counselors, Inc., a Senior Portfolio Manager by UMB Bank, NA (Investment Management), and a Principal by Dean Witter Reynolds, Inc.
He received his Bachelor of Science in Business Administration with an emphasis in Finance from the University of Central Missouri and an MBA from Rockhurst University.
Paul Allen McClain active positions
| Companies | Position | Start |
|---|---|---|
Freedom Wealth Advisors LLC
 Freedom Wealth Advisors LLC Investment ManagersFinance FWA seeks to achieve increased investment performance while minimizing risk to client portfolios through investments in a variety of investment vehicles over differing time horizons. The firm offers investment options such as traditional stocks, bonds and mutual funds as well as non-traditional investments that go beyond the traditional markets. Their investment philosophy and open architect platform is the essence of the firm. | Founder | 2010-04-30 |
Former positions of Paul Allen McClain
| Companies | Position | End |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Portfolio Manager-Equities | 2007-12-30 |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Portfolio Manager-Equities | - |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | 1992-12-30 |
Training of Paul Allen McClain
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
86
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB-IM focuses on investments in the stocks of US large-cap companies. The firm's Large Cap Equity Strategy emphasizes quality growth and is based on GARP methodology. The strategy seeks to add value through rigorous stock selection and active sector selection. They combine a fundamental, bottom-up stock selection approach with a top-down focus on the macro economy. UMB-IM seeks to identify relative value within companies that have proven their ability to grow earnings and cash flow. To construct portfolios, the firm employs internal and external economic research to determine overweighting or underweighting versus the economic sectors of the S&P 500 Index. | Finance |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance FCI Advisors seeks to provide clients with superior long-term returns while controlling risks. The firm utilizes a unique blend of top-down macro-economic trends and bottom-up stock selection. | Finance |
Rockhurst University
 Rockhurst University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
University of Central Missouri
 University of Central Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Freedom Wealth Advisors LLC
Freedom Wealth Advisors LLC Investment ManagersFinance FWA seeks to achieve increased investment performance while minimizing risk to client portfolios through investments in a variety of investment vehicles over differing time horizons. The firm offers investment options such as traditional stocks, bonds and mutual funds as well as non-traditional investments that go beyond the traditional markets. Their investment philosophy and open architect platform is the essence of the firm. | Finance |
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