Clay Wood
CFP® — Advisor
Clay Wood has always been passionate about finding opportunities to positively impact people’s lives. By merging his desire to help others with his interest in finance, he discovered that becoming a financial advisor was the ideal way to work in financial services while making a meaningful difference for clients and the community.
With this goal in mind, Clay started on his path to becoming a financial advisor directly after graduating from The University of Alabama. After gaining valuable experience in the industry, he joined The Welch Group as an Advisor in 2021. Over the past decade, Clay has worked with a diverse range of clients and families, each with their own unique financial needs, goals, and challenges. Having worked with clients at various stages of life, Clay has developed a strong interest in guiding young professionals as they establish their financial paths and supporting clients approaching retirement during such an important transition.
When he is not in the office, Clay is often practicing on the golf course, trying new restaurants, or spending time with his family and their dogs.
Education
- Bachelor of Science in Consumer Sciences with a concentration in Family Financial Planning, The University of Alabama
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER® professional
Professional Affiliations
- Member, Financial Planning Association of North Alabama
- Member, Estate Planning Council of Birmingham