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Clay Elliott, CFP®, AWMA®

Clay Elliott, CFP®, AWMA®

Financial Advisor

I specialize in guiding oil and gas, and chemical industry professionals through a seamless transition into retirement with specialized financial planning, tax-smart strategies, pension optimization, and wealth protection.
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Please follow the instructions to schedule time with me - it's fast and easy.

Securities offered through LPL Financial, Member FINRA/SIPC. Additional Info Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Oak Capital Private Wealth are separate entities from LPL Financial.