Jaydon Clay

For the past six years, I have been privileged to serve as a Senior Financial Planner at Wealth Management Solutions. In this role, I specialize in providing personalized financial planning and investment advice to a diverse portfolio of clients, including high-net-worth individuals and families. My responsibilities encompass comprehensive financial analysis, retirement planning, tax strategies, and estate planning. I take great pride in developing tailored solutions that align with my clients' financial goals and risk tolerance. This position has allowed me to refine my expertise in wealth management and client relations, ensuring that I deliver the highest standard of service and advice.

I began my career in financial planning at Horizon Financial Services, where I worked for four years. This foundational role involved assisting clients with their financial planning needs, including budgeting, saving for education, insurance coverage, and investment planning. My focus was on building strong, trusting relationships with clients, understanding their unique financial situations, and helping them navigate their financial journeys. This experience was instrumental in developing my analytical skills, understanding of financial markets, and ability to communicate complex financial concepts in an accessible manner. It laid the groundwork for my commitment to helping individuals achieve their financial goals.