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Clay Zachry

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Clay Zachry

Senior Financial Advisor | EP Wealth Advisors

California, Torrance, United States

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Clay Zachry

Summary

Clay Zachry is a seasoned financial professional with nearly two decades of experience in wealth management and financial planning. As the Senior Vice President and Partner at EP Wealth Advisors, he is dedicated to advocating for his clients, particularly families, physicians, and entertainment professionals, by providing them with fiduciary-focused advice. Clay holds a Bachelor of Business Administration from Baylor University and is a Certified Financial Planner™, demonstrating his commitment to the industry. His previous role at Merrill Lynch as a Senior Financial Advisor further solidified his expertise in navigating complex financial landscapes. Clay is known for his meticulous attention to detail and his ability to build lasting relationships with clients. He believes that effective wealth management goes beyond numbers; it's about understanding individual goals and crafting personalized strategies. Outside of work, he enjoys diving and is passionate about management and advocacy in the financial services sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Clay Zachry

Work Experience

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Senior Vice President / Partner at

EP Wealth Advisors

November 2020 - Present

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Clay Zachry

Education

Baylor University - Hankamer School of Business, BBA

January 1995 - January 1999

Lake Highlands High School

Frequently Asked Questions about Clay Zachry

What is Clay Zachry email address?

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

What company does Clay Zachry work for?

Clay Zachry is a Senior Financial Advisor at EP Wealth Advisors.

Where Clay Zachry graduated from?

Clay Zachry holds a degree in null from Baylor University - Hankamer School of Business.

How can I directly contact Clay Zachry?

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

Who is Clay Zachry?

Clay Zachry is a seasoned financial professional with nearly two decades of experience in wealth management and financial planning. As the Senior Vice President and Partner at EP Wealth Advisors, he is dedicated to advocating for his clients, particularly families, physicians, and entertainment professionals, by providing them with fiduciary-focused advice. Clay holds a Bachelor of Business Administration from Baylor University and is a Certified Financial Planner™, demonstrating his commitment to the industry. His previous role at Merrill Lynch as a Senior Financial Advisor further solidified his expertise in navigating complex financial landscapes. Clay is known for his meticulous attention to detail and his ability to build lasting relationships with clients. He believes that effective wealth management goes beyond numbers; it's about understanding individual goals and crafting personalized strategies. Outside of work, he enjoys diving and is passionate about management and advocacy in the financial services sector.

Clay`s contact details

mail

*******@epwealth.com

Colleagues

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Sean Cartin

Financial Analyst

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Dan Federman

Vice President

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Kristie A Garrett

Business Development Manager

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Trevor Bush

Employee

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Stephanie Richman

Institutional Equity Sales

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David Devita

Internship

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Megan Carden

Summer Internship

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Jared Johnson

manager trainee

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Clint Camua

Financial Advisor

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Cody Wickham

Assistant Superintendent

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