This week on The Best of Raleigh, we’re spotlighting someone who’s bringing heart and strategy to a topic that’s often overlooked: insurance. While it’s not always the first thing people want to discuss, having the right protection in place is essential—especially as life, assets, and responsibilities grow.

Katie McLean, Private Client Advisor at McGriff, now part of Marsh McLennan Agency, joins us to share how she’s redefining the insurance experience. With over 15 years of expertise, she serves high-net-worth clients with multiple properties, valuable assets, and complex insurance needs. And she does it with honesty, care, and attention to detail that’s hard to find.

Personalized Coverage for Complex Lives

Katie works with individuals whose insurance needs extend far beyond a single home. From million-dollar primary residences to vacation homes in multiple states, rare vehicle collections, fine jewelry, and even aircraft—Katie provides comprehensive protection under one strategic umbrella. She’s licensed in nearly all 50 states, allowing her clients to manage all their assets through one trusted advisor.

Rather than navigating a web of local agents, her clients benefit from a single point of contact—someone who understands their full risk profile and provides consistent, top-tier support across the board.

It’s Not Just About the Policy

What makes Katie’s approach unique is her focus on people. She starts every relationship with a personal consultation to understand not just what needs to be covered, but why. She works closely with financial advisors and often helps guide her clients through the claims process—when calm, clear support matters most.

Annual insurance reviews are a key part of her service, ensuring that clients stay properly protected as their lives and assets evolve. With rising construction costs, lifestyle shifts, and new purchases, it’s easy for coverage to fall behind if it’s not regularly reviewed.

Raleigh Roots, National Reach

Originally from Eastern North Carolina, Katie has called Raleigh home for years. She’s built her business here while raising two daughters and serving clients from coast to coast. Her perspective as both a local and national advisor makes her uniquely equipped to support Raleigh’s growing number of high-net-worth residents—many of whom now own homes in multiple states.

She understands how much is at stake, and her goal is simple: make sure her clients feel protected, informed, and supported at every step.

Time for a Policy Check-In?

If it’s been more than a few years since your last insurance review—or if you’ve recently added assets, changed homes, or relocated—it may be time for a fresh look. Katie offers no-obligation consultations to help you evaluate your coverage and identify any gaps.

Looking for a trusted insurance partner?
You can find Katie on LinkedIn or through McGriff Insurance, now part of Marsh McLennan Agency. We’ve linked her contact information below.

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Because building a life you love in Raleigh means protecting what matters most.