Please join us in welcoming our new Wealth Planning Lead Advisor, Clayton Boone! Clayton brings more than ten years of experience in the areas of asset management, wealth management, and institutional sales and will be heading up our client experience initiatives. Previously, Clayton held positions in the investment management industry where he oversaw key accounts, sales teams and played an integral role in the build-out of an institutional investment consulting group.

When Clayton isn’t working with clients, he’s likely training for his next IronMan competition (he already has two under his belt), practicing yoga and meditation, or doing what he loves most—spending quality time with his wife, Katelyn, and their son, Remington.

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