
When it comes to protecting your lifestyle, legacy, and everything you’ve worked hard to build, insurance matters more than most people realize. In this episode of The Best of Raleigh, Gretchen Coley sits down with Katie McLean, Private Client Advisor at McGriff (now part of Marsh McLennan Agency), to talk about how she’s redefining the insurance experience for high-net-worth individuals. From multi-property coverage to exotic vehicles and personal collections, Katie takes a big-picture, relationship-first approach that’s all about protecting what matters most—without the pressure or jargon. Katie shares why annual reviews are essential, how flood and umbrella policies really work, and how she brings unmatched value to clients with assets across multiple states. More than an insurance expert, she’s a trusted advisor who leads with empathy, strategy, and straight talk—exactly the kind of person you want in your corner when life happens. Tune in to hear how Katie’s work is helping Raleigh families feel confident, covered, and cared for.