Clay Netherlin

Senior Wealth Advisor

A seasoned financial advisor, Clay Netherlin draws from over two decades of experience to guide families towards reaching their overall financial and retirement goals. Working closely with clients to discover their individual needs and objectives, Clay creates personalized plans that align those needs with the appropriate financial solutions. He is passionate about educating clients, helping them make informed financial decisions, and alleviating the burden families face in preparing for retirement.

Clay’s extensive background encompasses investment planning, insurance, and employee benefit plans. Through his dedication to the fiduciary standard, Clay assists clients with risk management, income generation, and asset preservation. Clay currently holds his Series 7, 9, 63, 66, and life and health insurance licenses.

Originally from Chandler, Arizona, Clay still resides in his hometown. In his free time, he enjoys traveling and spending time with his family. Clay is also a proud supporter of Gabriel’s Angels, which provides support to at-risk children through pet therapy.

 

Investment advisory services are required to be provided in accordance with the fiduciary standard- this means that the advice must be in the best interest of the client with any conflicts of interest fully disclosed to the client.