portrait of Brian D Clay

About Brian

I have been a financial advisor with Edward Jones for over 20 years. My primary focus is to provide thoughtful, relevant advice to small business owners, local farmers and individual investors encountering career changes, inheritances, retirement or family legacy considerations.

I am passionate about supporting my clients and helping make their financial lives easier and less worrisome. My approachable manner, open communication and dedication to the highest degree of personal service have helped me create lifelong partnerships with my clients and their families.

I use an established process that helps my clients create meaningful financial strategies for all of life's transitions. I...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies

Work History

  • Edward JonesMay 2002 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Anderson UniversityBachelors

Team Members

  • Teri Lebo
    Registered Branch Associate
  • Rachel Allen
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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