Clay Young
Clay Young is dedicated to making his clients’ lives easier and helping them achieve the life they desire. He works to maximize his clients’ time and assets through a structured process that aligns their family goals with a long-term financial plan. His services include tax-efficient investing, retirement planning, managing stock compensation, and insurance planning. Clients also have access to dedicated banking and lending specialists through Bank of America. Clay is partnered with the Private Executive Services (PES) team out of New York City, and offices out of Dallas to serve clients nationwide.
Clay is proud to carry multiple advisor designations. He is a CERTIFIED FINANCIAL PLANNER®, CFP®, administered by the CFP Board. He also holds the Chartered Retirement Planning Counselor™, CRPC™ designation, administered by The College for Financial Planning Institutes Corp.
Clay is a graduate of the University of Kansas, where he contributed to three Big 12 Championships as a member of the storied men’s basketball program. He was also an academic standout, earning an Academic All-Big 12 First Team selection his senior year, along with being named a 2017 NABC Honors Court honoree at the 2018 NCAA Final Four.
Originally from Lansing, Kansas, Clay now resides in Uptown Dallas with his wife, Korbyn. In his free time, he enjoys spending time with family and friends, 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.
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.
