Clay Murdy's Location
Santa Barbara, CA, US
Clay Murdy's Work
- Partner and Advisor @ West Coast Financial
- Founding Partner @ Pivot Independent Financial
- Financial Advisor @ Tremblay Financial
- Broker Trainee @ Ladenburg Thalmann
Clay Murdy's Education
- Wake Forest University
Bachelor of Arts (B.A.)
1997 - 2001
Clay Murdy's Skills
- Financial Planning
- Portfolio Management
- Investments
- Asset Management
- Asset Allocation
- Retirement Planning
Clay Murdy's Summary
Clay Murdy, based in Santa Barbara, CA, US, is currently a Partner and Advisor at West Coast Financial, LLC, bringing experience from previous roles at Pivot Independent Financial, Tremblay Financial and Ladenburg Thalmann. Clay Murdy holds a 1997 - 2001 Bachelor of Arts (B.A.) @ Wake Forest University. With a robust skill set that includes Financial Planning, Portfolio Management, Investments, Asset Management, Asset Allocation and more, Clay Murdy contributes valuable insights to the industry. Clay Murdy has 2 emails on RocketReach.
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