Clay is one of our valued financial consultants who specializes in financial planning and investment management for families and small businesses. He has built his career around Lighthouse Wealth Advisors and enjoys the work he does for his clients. He believes that his educational focus instills confidence in the midst of society’s confusing and often conflicting messages about how to manage finances well. He also enjoys knowing that his work has a lasting impact on his clients and their families for generations to come.
Clay is a CERTIFIED FINANCIAL PLANNER™ professional, he has completed extensive training and is held to rigorous ethical standards. As a CFP® practitioner, Clay is committed learning new ways to serve his clients to the best of his ability and act in their best interests. He was also named one of Charleston’s “Top 40 Under 40” by the South Carolina Business Journal for 2016. This award recognizes 40 individuals under 40 years of age who represent some of the highly engaged professionals living and working in the Charleston area. He holds his FINRA Series 6 and 63 securities licenses held through LPL Financial and earned his BA from the University of Virginia.
Outside the office, Clay enjoys spending time with his growing family, reading biographies, and playing tennis. And when the stars align just rightm he might be found playing a round at the municipal golf course.