Jr Associate · Marketing Lead
Hunter McClellan
Keeps the details between meetings from ever becoming the client's problem.
Hunter supports Josh and the Seaside Wealth Advisors team in delivering a thoughtful, proactive client experience. She participates in client meetings to learn the firm's financial planning process, gaining firsthand experience in how personalized strategies are developed, coordinated, and incorporated into each client's broader financial plan.
In addition to supporting the planning team, Hunter oversees marketing initiatives, coordinates client and prospect meetings, manages client outreach, and helps facilitate educational events. She also assists with new client onboarding, ensuring each client receives a seamless introduction to the firm through consistent communication, timely follow-up, and exceptional service.
Through her combination of behind-the-scenes coordination and direct client interaction, Hunter plays an important role in helping clients feel informed, valued, and connected to the Seaside Wealth Advisors team.
What Hunter works on
Where you'll work together.
- Marketing & educational events
- New client onboarding
- Meeting coordination & outreach
The rest of the team.
See everyone→
Most clients leave their first call with something their last advisor never gave them: a plan.
Thirty minutes. No prep needed. We'll walk through your situation and tell you what we'd do differently.