Clay began his career in the financial services industry in 2001. He offers high-net-worth individuals, families, trusts and institutional clients a wide variety of investment strategies and services, each designed to meet their specific goals and risk management requirements. Clients benefit from appropriate investment opportunities utilizing equity, taxable/tax-exempt fixed income, and cash management strategies.
Clay holds his FINRA Series 7, 63 and 65 licenses, as well as his CRPS® designation. Clay has been active in many community and professional organizations throughout his career, including The Penrod Society and St. Luke United Methodist Church, and he enjoys coaching youth sports.
