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Clay Zachry
Clay Zachry
Senior Financial Advisor | EP Wealth Advisors
California, Torrance, United States
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.
Clay Zachry
Work Experience
Senior Vice President / Partner at
EP Wealth Advisors
November 2020 - Present
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
*******@epwealth.com
Colleagues
Financial Analyst
Vice President
Business Development Manager
Employee
Institutional Equity Sales
Internship
Summer Internship
manager trainee
Financial Advisor
Assistant Superintendent