Clay began his advising career with Merrill Lynch and then Morgan Stanley as a
financial advisor in 1999. Clay has extensive experience in financial markets and
assists clients with market and stock research, asset allocation, portfolio construction,
and the implementation of financial planning tools and techniques.
Clay lives in Columbia, Tennessee. He is a Paul Harris Fellow in the Rotary Club and
a member of the Eagle Society at his Alma Mater Tennessee Technological University.
Clay has raised four adult children and now enjoys traveling with his family and friends in
his spare time.