Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Clay Young is a Merrill Financial Advisor based out of Kansas City, MO. Clay is originally from Lansing, KS, where he attended Lansing High School and excelled both in the classroom and on the basketball court. He first attended a local community college where he was awarded a basketball scholarship, until enduring a life changing knee injury that ultimately would lead him to the University of Kansas. At Kansas, Clay was an invited walk-on to the basketball program where he would letter three years, winning three Big 12 Championships and a trip to the NCAA Final Four as a senior. Off the basketball court, Clay was an honor student, member of the Student Athlete Leadership Council, and was an Academic All-Big 12 First Team selection his senior year. Clay knew early on he wanted to go into client representation, but thought it would be as an agent representing professional athletes. His platform allowed him to be recognized and recruited by a senior advisor at Merrill in Wichita, which ultimately opened an opportunity to work in Kansas City and has led him to where he is at today.
Clay's wealth management practice in his own words:
"As a Merrill Financial Advisor, my goal is to help my clients lead the best life possible. It is my duty to act in their best interest, and helping folks maximize their money today while still planning for tomorrow is my passion. As a former member of the University of Kansas Men's Basketball team, I know firsthand how much hard work, discipline, and preparation it takes to achieve major goals. I use these same values in helping my clients achieve their own goals. With the backing of banking and lending specialists, along with Merrill's technology and research, I deliver a personalized, comprehensive wealth management service to my clients. Whether that be retirement income, investments, estate planning services, wealth transfer, or tax minimization strategies, I help my clients answer the question, "What would you like the power to do?"."
University of Kansas
Learn about the MyMerrill Mobile App.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.