Broker Check
Charles McLean, AIF®

Charles McLean, AIF®

Partner / Senior Wealth Advisor

With over 18 years of experience in Wealth Management, Charles is the architect and founder
of SouthTrust Advisors. Having managed client assets through the most volatile and
challenging financial markets in modern history, he has gained a unique perspective on
managing wealth. Charles began his career with Morgan Keegan, a regional firm based out of
Memphis, TN. While at Morgan Keegan, Charles worked closely with some of the industry’s
brightest financial planning and estate planning attorneys. It was here he gained a clear
understanding of the unique issues facing this country’s wealthiest families and how to
efficiently manage their wealth. Taking the next big step in his carrier, Charles opened one of
the first Wachovia Securities Independent offices in North Louisiana. While at Wachovia,
Charles advanced his knowledge and experience in the high net worth space by working closely
with Wachovia’s top trust attorneys. Charles, with assistance from Wachovia’s trust attorneys,
helped many high net worth families through some of the most challenging and complex issues
they faced. Including multi-million-dollar windfalls from the Haynesville Shale drilling operations,
succession planning for small business owners, executive compensation planning, business
structure and investment strategies for doctors, lawyers, and other highly compensated
professionals. After Wachovia Securities merged with Wells Fargo Advisors in 2008, Charles
seized the opportunity to make his next career advancement and to rebrand his independent
firm as SouthTrust Advisors. Having a growing number of clients throughout the southern,
midwestern, and west coast states, Charles expanded his firms footprint in 2014 by moving the
corporate office to the Dallas/Fort Worth area. The culture at SouthTrust Advisors can be
summed up in the firms motto, “Wealth of Knowledge/Knowledge of Wealth”. Charles and his
team at SouthTrust Advisors are committed to the service of this country’s wealthiest families as
well as the education, advancement, and service to women investors, executives,
entrepreneurs, and professionals.
Charles is the author of Women and Wealth…a guide designed to enhance competence and
confidence in the common and uncommon issues women may face throughout their investment
Prior to starting his career as a Wealth Manager, Charles attended Louisiana Tech University.
While perusing his studies, Charles worked as a law enforcement officer for the Lincoln Parish
Sheriff’s Office and was assigned to the Third District Narcotics Enforcement Unit. After
graduating from Louisiana Tech University with a bachelor’s degree in General Studies, Charles
founded, grew, and sold a successful food manufacturing company that contracted and offered
products for sale inside several popular grocery chains such as Winn Dixie, Albertson’s,
Brookshire’s, and Kroger.
Charles and his wife Melissa celebrated their 25th wedding anniversary on May 14th, 2018.
Together they have a daughter, Logan, and two sons, Trevor and Quin Ryder.