Marshall Clay
J.D., CFP® — Managing Member & Senior Advisor
Marshall Clay helps lead the firm as a Managing Member and Senior Advisor. As an advisor with the firm since 2012, Marshall is dedicated to guiding others through the complex financial world and helping them leverage their hard work into something more significant. Every day, he finds motivation in having the opportunity to help clients approach their financial futures with greater clarity and peace of mind.
Before joining the firm, Marshall served seven years in the United States Army as a Field Artillery and Vivil Affairs Officer. His service included two combat tours of duty in Iraq, where he was awarded the Bronze Star, and one tour of duty in the Republic of South Korea.
Outside of work, Marshall enjoys exercising, travelling, and spending time with his wife and their three boys.  Â
Education
- Bachelor of Science in Human and Environmental Geography, with a minor in Environmental Engineering, United States Military Academy
- Juris Doctor, Cumberland School of Law at Samford University
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER® professional
Professional Affiliations
- Member, Financial Planning Association of North Alabama
- Member, Estate Planning Council of Birmingham