Based in Dallas, TX, Clay Young's goal for his clients is to make their lives easy and help them live the life they desire. He seeks to maximize his clients time & assets through a structured process, aligning their family goals with a long term financial plan. Providing services that include tax-efficient general investing, retirement planning, managing stock compensation, and insurance planning. His clients also have access to dedicated banking and lending specialists through Bank of America.
Clay is partnered with Merrill financial advisor Patrick Bowen, and the Private Executive Services (PES) team out of New York City. They serve clients all over the United States, and Clay splits his time working between Dallas and Kansas City.
Clay is a graduate of the University of Kansas. At Kansas, Clay was a member of the men's basketball program where he would go on to win three Big 12 Championships, and was an Academic All-Big 12 First Team selection his senior year. Clay holds the Chartered Retirement Planning Counselor™, CRPC™ designation, administered by The College for Financial Planning Institutes Corp.
Originally from Lansing, KS, Clay now resides with his wife in Uptown Dallas. He enjoys spending time with his friends and family, trying new restaurants, and staying active through sports.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
