Ted McLellan

Ted McLellan

Financial Advisor

Ted McLellan is a Financial Advisor with over 28 years of experience. Ted started his career in
Winnipeg, Canada in 1993 with one of the largest financial firms in the country. He moved to
Scottsdale with his wife in the late 1990’s, and then continued his career in financial services in

In 2000 he joined Compass Bank as a Financial Advisor with Compass brokerage and helped
many bank clients with their investment and retirement needs. In 2003 Ted moved to Desert
Financial Credit Union where he helped the members of the credit union with their investment
goals and retirement needs for the past 18 years.

Ted is excited to join CFR Capital Group as a Tax and Financial Advisor and help our clients
with their retirement and investment needs.

Ted holds FINRA Licenses 7 & 66 along with his Arizona Life and Health Insurance License. He
also Registered in other states.

Ted enjoys playing golf, hiking in the Mcdowell Mountains and working around the house. Ted
is the proud father of two: Wyatt & Elise. He lives in Scottsdale, AZ, with his beautiful wife Kelly
and his kids.