certified financial planner Marshall Clay wears a gray jacket and white shirt while posing for professional photo in office Schedule time with us

Marshall Clay

JD, CFP®Member & Senior Advisor

What’s your story?

My clients work extremely hard, and I enjoy guiding them through the complex financial world and leveraging their hard work into something more significant. I’m motivated every day to do all I can to help bring peace of mind to their financial future.

About Marshall

Marshall Clay is a Member and Senior Advisor at The Welch Group, guiding his clients through the complex financial landscape so they can be confident in their financial future. He is passionate about navigating financial planning and management for his clients so they can spend more time doing what they love and less time worrying about money and their future. Known for working with excellence and integrity, Marshall is committed to doing what’s best for his clients so they can grow their wealth and become financially savvy. 

Marshall has a bachelor’s degree in human and regional geography with a minor in environmental engineering from the United States Military Academy at West Point and served seven years as an Officer in the United States Army, where he performed two combat tours of duty in Iraq and one tour in the Republic of South Korea. He also has a Juris Doctorate from the Cumberland School of Law at Samford University and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, Marshall enjoys spending time with his wife and two young sons, pushing himself physically to stay in top shape, playing golf, and traveling. To learn more about Marshall, connect with him on LinkedIn.

Back to All Team Members
Schedule time with us