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Clay Mcconnell

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Clay Mcconnell

Managing Director | Benjamin F. Edwards

Ridgeland, Mississippi, United States

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Clay Mcconnell

Summary

Clay McConnell is a seasoned financial services professional with over 25 years of experience specializing in estate investment planning and wealth management. Currently serving as the Managing Director of Investments at Benjamin F Edwards, he is dedicated to crafting tailored financial strategies for individuals and business owners alike. Clay employs a disciplined four-step investment process to ensure that clients' financial goals are met, adapting strategies as life circumstances evolve. His commitment to providing high-quality, personalized service is evident in his approach to portfolio management. Clay has previously held senior roles at Wells Fargo Advisors and Dean Witter Morgan Stanley, showcasing his extensive background in investment advisory. He is known for his integrity and dedication to client success, making him a trusted partner in financial planning. Beyond his professional life, he is passionate about helping clients navigate the complexities of finance and investment.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Clay Mcconnell

Work Experience

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Managing Director at

Benjamin F. Edwards

November 2021 - Present

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Senior Vice President-Investments at

Wells Fargo Advisors

August 2000 - February 2022

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Vice President - Investments at

Dean Wittermorgan Stanley

January 1994 - January 2000

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Clay Mcconnell

Education

Mississippi State University, Bachelor's Degree

January 1971 - January 1975

Frequently Asked Questions about Clay Mcconnell

What is Clay Mcconnell email address?

Clay Mcconnell's primary email address is **************@benjaminfedwards.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Clay Mcconnell work for?

Clay Mcconnell is a Managing Director at Benjamin F. Edwards, a company specializing in Functions related to depository banking.

Where Clay Mcconnell graduated from?

Clay Mcconnell holds a degree in from Mississippi State University.

How can I directly contact Clay Mcconnell?

To contact Clay Mcconnell directly, you can use the email address **************@benjaminfedwards.com. Complete contact information is available upon registration with Muraena.

Who is Clay Mcconnell?

Clay McConnell is a seasoned financial services professional with over 25 years of experience specializing in estate investment planning and wealth management. Currently serving as the Managing Director of Investments at Benjamin F Edwards, he is dedicated to crafting tailored financial strategies for individuals and business owners alike. Clay employs a disciplined four-step investment process to ensure that clients' financial goals are met, adapting strategies as life circumstances evolve. His commitment to providing high-quality, personalized service is evident in his approach to portfolio management. Clay has previously held senior roles at Wells Fargo Advisors and Dean Witter Morgan Stanley, showcasing his extensive background in investment advisory. He is known for his integrity and dedication to client success, making him a trusted partner in financial planning. Beyond his professional life, he is passionate about helping clients navigate the complexities of finance and investment.

Clay`s contact details

mail

**************@benjaminfedwards.com

**************@wfadvisors.com

**************@wellsfargoadvisors.com

Colleagues

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Nick Barlotta

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Nicole Avery-Young

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Steven Perry

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Steven Phillips

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Awma Philip Pascarella Cdfa Crps Ppc

Financial Advisor Managing Director - Investments, AWMA®,CDFA®, CRPS®, PPC®

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Aimee Helms

Vice President, Financial Advisor at Benjamin F Edwards & Co

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Alana Seamon

Associate Vice President - Internal Branch Development Coordinator

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Andee Shenocca

Managing Director-Investments

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Cfp Andrew Benton Ii Cima

Managing Director – Investments, Financial Advisor

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