Kathy Clay Email & Phone Number
Vice President, Financial Consultant, Truist Investment Services, Inc. @ Truist Wealth
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Kathy Clay Location
- Norfolk, VA, US
Kathy Clay Work
- Vice President, Financial Consultant, Truist Investment Services, Inc. @ (September 2022 - Present)
- Asst. Vice President, Senior Relationship Manager @ (March 2005 - September 2022)
- Paraplanner @ Ameriprise (September 2003 - March 2005)
- Operations Manager @ (January 1997 - June 2003)
Kathy Clay Education
- Eastern Kentucky University
Kathy Clay Skills
- Asset Allocation
- Asset Management
- College Education Planning
- Estate Strategies
- Financial Advice
- Financial Planning
- Investment Advice
- Investment Management
- Investment Strategies
- Investments
- Managing Cashflow
- Managing Debt
- Portfolio Review
- Retirement Income Strategies
- Retirement Planning
- Retirement Solutions
- Risk Management
- Wealth Management
- Wealth Transfer
- Alternative Investments
- Uniform Combined State Law
- Series 63
- FINRA
- Equities
- Securities
- ETFs
- Health And Variable Annuity Licensed
- Series 65
- Series 63/65
- Investment Advisory
- Virginia Life
- Series 7
- Mutual Funds
- Wealth Management Services
Kathy Clay Summary
- Kathy Clay, based in Norfolk, VA, US, is currently a Vice President, Financial Consultant, Truist Investment Services, Inc. at Truist Wealth. Kathy Clay brings experience from previous roles at Merrill Lynch, Ameriprise and Morgan Stanley Wealth Management. Kathy Clay holds a Eastern Kentucky University. With a robust skill set that includes Asset Allocation, Asset Management, College Education Planning, Estate Strategies, Financial Advice and more. Kathy Clay has 1 emails on RocketReach.
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