Client Service Associate
Clay joined Campbell Wealth Management as a Client Service Associate in January 2022. Growing up in Wichita, Kansas moving to the NOVA area in 2017 to work construction was a huge change. In 2018, he decided to attend school and enrolled in classes at Northern Virginia Community College and then transferred to George Mason University at the start of 2020. He majored in their brand-new Financial Planning and Wealth Management program and became the first graduate from George Mason University with that degree in December of 2021. Clay’s goal is to pursue additional certifications and designations in financial planning, so that he can better serve our clients.
In his role as a Client Service Associate, Clay is responsible for assisting clients with new account openings, transfers, distribution requests, scheduling review appointments, and following up with resolutions. He is enthusiastic about getting to know our clients and looks forward to building a strong relationship along the way.
In his free time, Clay enjoys playing intramural sports, going to the movies, working out, cheering on the Red Sox, and being out with family and friends. If you are ever looking for someone to play pickleball with, please contact Clay!