Skip to content

Clay Wood

CFP® — Advisor

Prior to joining the firm, Clay served in both marketing and advisory roles with area financial service institutions since 2015. He earned the CFP® designation in 2019. Clay enjoys spending time with his wife, dog, and cat during his free time. He is also an avid golfer, enjoys weightlifting, and cooking.

Education
• Bachelor of Science in Consumer Sciences with a concentration in Family Financial Planning, The University of Alabama, Tuscaloosa, AL

Accreditations
• CERTIFIED FINANCIAL PLANNER™ practitioner

Professional Affiliations
• Financial Planning Association of North Alabama