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Clay Evans Location
Dallas, TX, US
Clay Evans Work
Wealth Advisor @ (September 2023 - Present)
Associate Wealth Advisor @ (May 2022 - October 2023)
Financial Planner @ (October 2021 - May 2022)
Associate Planner @ Quest Capital Management, Inc. (June 2020 - October 2021)
Planning Consultant @ (January 2020 - May 2020)
Relationship Manager @ (August 2019 - January 2020)
Financial Representative @ (February 2018 - August 2019)
Investments Solutions Representative @ (October 2016 - February 2018)
Financial Representative Full Trader @ (March 2016 - October 2016)
Products Services Analyst @ (June 2015 - February 2016)
Intern @ (May 2014 - August 2014)
Intern @ (May 2013 - July 2013)
Camp Counselor @ (May 2012 - August 2012)
Clay Evans Education
Texas A&M University
Bachelor of Business Administration (B.B.A.) (Finance, General)
2011-2015
Highland Park High School
High School Diploma
2007-2011
Clay Evans Summary
Clay Evans, based in Dallas, TX, US, is currently a Wealth Advisor at Mercer Advisors. Clay Evans brings experience from previous roles at Mercer Advisors, Quest Capital Management, Inc. and Fidelity Investments. Clay Evans holds a 2011 - 2015 Bachelor of Business Administration (B.B.A.) in Finance, General @ Texas A&M University. Clay Evans has 1 emails on RocketReach.
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